WealthConnect Professional
by GBST · Wealth and investment platforms · Sydney, NSW, Australia
A customer-centric solution that streamlines client administration, practice and wealth management within a single compliance-focused platform powered on Salesforce.
What WealthConnect Professional does
- Client administration management
- Practice management functionality
- Wealth management capabilities
- Compliance-focused workflow
- Single platform integration
What WealthConnect Professional is used for
- Adviser practice management
- Client relationship management
- Administrative task management
- Advice engagement facilitation
Who WealthConnect Professional is for
- Advisers
- Advice businesses
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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