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.
We Offer a Solution For
Lower the hours per advice by more than half, retire more than 30% of your existing siloed systems, significantly increase your compliance posture and increase your client satisfaction. That’s the capability of WealthConnect delivered for Advice firms.
Deliver the full suite of Financial Advice capabilities and tools to your clients and advisers through a single platform. Use the Financial Planning Wizard and useful Tools & Calculators to calculate the best outcomes for your clients and use the Financial and Insurance Product databases to compare and contrast different investment options.
Check your Best Interest Test compliance via the world first in-line compliance capabilities and integrate this entire offer to your clients via their personalised portal.
Take advantage of the movement to ETFs and passive investing by integrating your broking services with managed accounts (SMAs, MDAs, etc.) and drive your margins higher and client service even higher.
Utilise the powerful data aggregation capability within WealthConnect to view your clients’ holdings across multiple investment platforms from one centralised account, displayed in real-time. Further extend this capability to provide a beautiful customised single report for your client’s holdings.
Integrate your trading compliance activities inside the WealthConnect platform and keep all trading data in one simple, Record of Advice (with associated file notes).
Merge all this with the Research capability from organisations like Morningstar® and deliver an outstanding platform for all your broking and administration staff.
Leverage the power of the WealthConnect/Salesforce platform to manage all your specialist mortgage leads with customised lead and loan origination processes.
Collect all your client information electronically and seamlessly submit via the custom interfaces to the local mortgage aggregators. Use the power of the Salesforce workflow engine to track and expedite application completion and loan drawdown.
For those with multi-discipline practices, then hand that lead off to the insurance or financial teams to provide further services to your existing customers.
While Asset Managers may retain a number of complex asset systems to manage their core funds with the simplification of financial services, simple asset management and portfolio management is now a service easily and safely delivered via the WealthConnect platform.
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.
Extend this capability from Portfolio Management to then assess all customers and custodians on each asset and use the Analytics Engine to assess and drive asset optimisation.
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.
Use the platform to import not only client information but also practice billing information and assign to service providers or specific business partners.
Integrate your client’s financial position, use the retirement tools and interface with leading Legal platforms to securely manage all elements of Estate Planning.
Use the estate planning tools provided in the Financial Planning Wizard and integrate them with succession planning, financial planning, legal advice and implementation (wills, trust and self-managed retirement account establishment).
Leverage the sophisticated security framework of Salesforce to protect legal client records and documentation.
Maintain all investment leads and investors in a single platform to maximise your investment coverage. Incorporate all valuation and corporate action capabilities in the solution and maintain all investment documentation.
Extend the capability of your VC firm and use the platform to mark the pricing of the unlisted instruments and create mailouts to co-investors of impending liquidity events and revaluation success.
Lower the cost to serve and drive up client satisfaction.
Leverage the integrated Insurance Strategy toolsets and Insurance Product databases to manage client applications, insurance products and interface with leading insurance product manufacturers.
Create compelling, yet efficient insurance proposals that are thorough, clear and compelling via the automated proposal and advice generation tools.
Improve engagement with your donor community through the marketing capabilities of the platform and integrate reporting of the funds’ performance into management and donor communications.
Maintain a list of existing (and potential donors through the customised lead processes) and integrated with the Asset Management functions of the platform to manage fund deployment and performance.
Retire the multiple siloed systems in your practice and achieve the practical step of maintaining a single client file across your organisation while enabling multi-service lines to operate within the same platform.
Leverage the economies of scale across the practice of a centralised client platform that also enables practice execution. Allow multiple service-line providers to manage client interactions and enable the client leads to manage a complex book of business across multiple service lines.