WealthConnect
by GBST · Wealth and investment platforms · Sydney, NSW, Australia
Advice solution linking digital and human advice.
What WealthConnect does
- Streamlined adviser workflows
- Centralised client and case management
- Secure, role based access and permissions.
What WealthConnect is used for
- Manage adviser workflows and client relationships
- Run onboarding, reviews and servicing workflows
- Embed compliance into daily workflows
- Hold centralised client records and documentation
About GBST
Enterprise wealth management software platform for investment administration and advice delivery.
GBST in the vendor registry: its products, features and similar vendors.
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More in this category: Wealth management and investment platforms.
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