Empower your clients and showcase your brand with WealthConnect Digital, our advanced client experience solution powered by Salesforce technology. Through our intuitive portal, clients can enjoy a personalised and secure experience. By leveraging the same platform as our WealthConnect Professional solution, clients and advisers stay seamlessly connected with the same data set.
WealthConnect Digital’s modern feature set provides clients tools for seamless collaboration with their advice team.
A rich and engaging self-paced client onboarding experience that allows collaboration with their advice team. Capture and share client fact-find information, goals, documents and consents.
Dynamic branding and configurable user experience tools allow you to deliver an easy-to-use client portal. Create stronger client connections by applying your unique brand identity – without the need for coding!
Create efficiencies and enrich your client experiences with digital reviews. Allow clients to self-direct engagement during a review and securely update client fact find, documentation, key life events and service agreement information.
The portal is designed to enhance your client’s experience. Users can quickly and intuitively identify and view their current goals, assets, liabilities, documents, and tasks their adviser assigns with a modern and intuitive user interface.
A 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.
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.