1ST APRIL 2020
Salesforce welcomes WealthConnect to the AppExchange.
We’re happy to announce that WealthConnect are officially listed on the Salesforce AppExchange.
Financial Services firms traditionally use disconnected systems for onboarding clients, managing portfolios, administering a client’s assets and building compliant advice documents. All of this can now be done on Salesforce using WealthConnect. It is the world’s first investment and compliance platform based solely on Salesforce Financial Services Cloud.
WealthConnect helps businesses by:
- Improving client engagement, business development and portfolio management.
- Providing an advice wizard that takes a step by step path through financial strategy, product selection and document generation.
- Incorporating ‘in-line’ compliance checking and advice alerting, allowing a proactive approach to compliance.
- Automating back office tasks, allowing more time to focus on client interactions and customer experience.
Check out the AppExchange listing here
If you have any questions, please contact