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Creativemass

The Future of Financial Services
Delivered Today

Uniquely delivered on the world’s leading CRM platform, Salesforce,
WealthConnect™ delivers financial services in a sophisticated and
compelling way using tomorrow’s technology today.

About
Us

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.

Creativemass

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.

OUR SOLUTION

The Businesses We Support

Financial Advisers

Full suite of Financial Advice capabilities and tools coupled with Advice Document generation governed by world's first integrated in-line compliance.

Stock Brokers

Comprehensive broking and research workbench integrated with the world's leading broking settlement engines.

Mortgage Brokers

Collect all your clients' information electronically and seamlessly submit. Use the power of the Salesforce workflow engine to track and expedite application completion and loan drawdown.

Asset Managers

Use the Portfolio Management capability to maintain non-complex portfolios made up of listed and unlisted assets and analyse the portfolio performance across multiple dimensions.

Accountants

Manage a single client file for all Accounting requirements and interface with the world's leading accounting platforms for integrated cash flow, tax and reporting capabilities.

Estate Planners

Integrate your client's financial position, use the requirement tools and interface with leading Legal platforms to securely manage all elements of Estate Planning.

Venture Capital Firms

Maintain all investment leads and investors on a single platform. Incorporating all valuation and corporate action capabilities whilst maintaining all investment documentation.

Insurance Brokers

Manage client applications, insurance products and interface with leading insurance product manufacturers.

Endowment Funds

Maintain a list of existing and potential donors and integrated with the Asset Management functions of the platform to manage fund deployment and performance.

Multi-Discipline Firms

Maintain a single client file across your organisation while enabling multi-service lines to operate within the same platform.

Find out more about the world’s fastest growing community of
financial services companies