michael.pendergrass
Acronym
WealthConnect
Product ID
WealthConnect-Professional
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Description
WealthConnect Professional is the integrated Salesforce-based platform for Financial Professionals.
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Details
- WealthConnect incorporates core CRM functionality, including accounts, account relationships, leads, tasks, events, calendars, and integration to the marketing
- The adviser dashboards present client service, portfolios, accounts, latest news, pricing/ feeds, leads, tasks, Investment Assistant AI and marketing.
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Details
- WealthConnect’s Onboarding Wizard takes a step-by-step path through Personal, Financial, and Goals information making the client onboarding process seamless and effective.
- Through our integration engine, advisers can connect banking and investment accounts to thousands of financial institutions, providing a full financial picture for their clients.
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- Utilizing the Conga Document Control capability, an Advice document can be selected from a number of existing templates with the ability to customize it to individual requirements.
Features
WealthConnect Professional is the integrated Salesforce-based platform for Financial Professionals.
Vendors
Management Style
Schwab Products
Section