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WealthConnect Digital

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Seamless digital client connectivity

A customised front-end portal for connecting advisers and clients to elevate customer experience and engagement, powered by Salesforce technology

WealthConnect Digital
Empower your clients and showcase your brand with WealthConnect Digital, our advanced client experience solution powered by Salesforce technology. Through our intuitive portal, clients can enjoy a personalised and secure experience. By leveraging the same platform as our WealthConnect Professional solution, clients and advisers stay seamlessly connected with the same data set.

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