The Future of Financial Services
Uniquely delivered on the world’s leading CRM platform, Salesforce, WealthConnect™
delivers financial services in a sophisticated and compelling way using tomorrow’s
Creativemass is a co-located US and Australian company that, through its flagship product WealthConnect, is revolutionising the delivery of Financial Services.
Focussing on the use of advanced technologies and simplification of the processes associated with the delivery of financial services, Creativemass is led by a diverse team of specialists from industry and technology. Started in 2017, Creativemass is rapidly expanding its footprint across the globe with six offices now across three countries.
The WealthConnect Platform
WealthConnect delivers the world’s first investment and compliance platform based solely on Salesforce – seamlessly integrating the customer first principles of the CRM platform with that of modern technology delivery for asset management, investment advice, mortgage broking, stockbroking, estate planning and accounting.
The Businesses We Support
Delivering true end-to-end enterprise capability for financial services.
Find out more about the world’s fastest growing community of
financial services companies