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The Best of Both Worlds

WealthConnect is a market leading capability that connects Financial Services in a meaningful and accessible way to investors, advisors and administrators. WealthConnect inherits the world class platform functionality and cloud scaling capabilities of Salesforce’s Financial Services Cloud (FSC) across the delivery of financial services – all while focussing on the investor experience and the efficient operation of the core business delivering the service.

The Future Delivered Today

WealthConnect delivers the world’s first investment platform based solely on Salesforce – seamlessly integrating the customer first principles of the CRM platform with that of modern technology delivery. As the world moves to more efficient investment instruments, embraces open banking and open APIs to democratise data, whilst delivering personal engagement via ubiquitous mobile and online tools, WealthConnect bridges the gap to the future of financial services and delivers that fully integrated capability now via modern technology.


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