Solution introduction
End-to-end client lifecycle management
A customer centric solution that streamlines advice practice management within a single, compliance focused platform, powered by Salesforce technology
WealthConnect Professional
Consolidate and simplify your client administration and practice management by eliminating the need for multiple systems. Centralise all your data into a single system that can be configured to meet the specific needs of your advice practice. With Salesforce technology powering the CRM, WealthConnect Professional prioritises customer experience and engagement.
