People Spotlight: Meet Tegan Quirk, our Head of Product Design for WealthConnect
06 Mar 2024Meet Tegan, who guides the WealthConnect product team at GBST and is the nexus between our client's needs and our innovative WealthConnect advice solution.
Blog
End-to-end client lifecycle management
14 Jul 2023A comprehensive solution powered by Salesforce that streamlines the entire advice lifecycle, empowering you to manage client relationships efficiently. WealthConnect Professional eliminates the need for multiple systems with a single platform that removes the complexities that hinder productivity and efficiency.
Seamless digital client connectivity
14 Jul 2023A digital portal that enables clients to take control of their advice journey. WealthConnect Digital enables advisers and clients to seamlessly connect and benefit from real-time data synchronisation, delivering an enhanced user experience.
One solution, one platform
18 Oct 2023Increase value for super fund members with a simple advice solution, managed in one, CRM-agnostic platform. GBST Hybrid Advice helps you easily power your digital advice online and turn any digital advice journey into a hybrid one with the option of adding support from a financial adviser.
Industry leading strategy modelling
18 Oct 2023Whether accumulating wealth or approaching decumulation in retirement, GBST’s Digital Advice Milliman-powered engine offers a digital journey for advice strategy optimisation. With robust economic assumptions, stress tests, advice strategies, superannuation and tax law, we reduce the ‘assumption gaps’ of other digital advice providers, for more complex problem solving.
