Consolidate and simplify your client administration and practice management by eliminating the need for multiple systems. Centralise all your data into a single system that can be configured to meet the specific needs of your advice practice. With Salesforce technology powering the CRM, WealthConnect Professional prioritises customer experience and engagement.
The advanced feature set of WealthConnect Professional enables you to manage your practice and the end-to-end client lifecycle efficiently. It centralises your data and provides the tools to make informed decisions and deliver engaging client interactions.
Harness the power of Salesforce technology to prioritise client engagement and drive your business with the customer at the centre of everything you do. All the essential CRM components of accounts, relationships, leads, opportunities, tasks, events, calendars, marketing, and more are configured to provide value to your business now and in the future.
Set up guardrails using the WealthConnect in-line compliance rules engine, utilise an embedded approval process, track key dates and effortlessly generate comprehensive reports with drag-and-drop functionality.
Streamline business processes and workflows on a single platform. Benefit from dynamic and simplified task management, automated time tracking and decision pathways.
The integration engine seamlessly maps all client and practice data into a single view. This approach provides compliant client management, using pre-built processes.
Monitor, analyse and act upon real-time data at your fingertips. Configured to drive relevant data to each role, access the practice and client data you need how you want to consume it — the one-stop place to run your day-to-day.
Wizards provide a pathway through the advice process, from onboarding to financial strategy and annual reviews. Use best practice guardrails to bring your business processes to life, creating activity and compliance efficiencies.
Automate document creation using Conga Document Control capability, centrally manage your documents, store templates and provide one-click document generation to enhance advice execution.
A calculation engine that enables the creation of cash flow, taxation and net worth projections. Create and compare multiple scenarios with integration back into the Advice wizard to provide outputs for client advice document and recommendation creation.
Leverage the document storage capability within your existing SharePoint or Google Drive instance with an inbuilt integration, linking key documents to the client’s account within WealthConnect.
An integrated product database fed by industry-leading providers that allows for product research and data to support advice recommendations.
Easily add white labelled and in-house products to your database.
A 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.
Increase value for super fund members with a simple advice solution, managed in one, CRM-agnostic platform. Advice Intelligence 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.
Whether accumulating wealth or approaching decumulation in retirement, Advice Intelligence’s 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.