Skience Financial Solutions for Salesforce® Financial Services Cloud
Manage household-level client onboarding, guided workflows, data integrations, and digital signatures in Financial Services Cloud.
Skience, LLCPaid
WealthConnect Professional
by GBST WealthConnectSalesforcePaid
Manages client administration, practice management, and wealth management in Salesforce Financial Services Cloud.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
WealthConnect centralises data and includes CRM components for storing, tracking, and analysing client and prospect information in Salesforce Financial Services Cloud. It supports client lifecycle management for wealth management and advice providers, including business rules, workflows, validation, and compliance procedures. Users can manage workflows, business rules, validation, and system behaviour without complex software development. The product is provided as SaaS and as a managed package that interacts with Financial Services Cloud.
Key capabilities
from the Salesforce AppExchange listingCentralised client data
Stores, tracks, and analyses client and prospect information in one central location.
Client lifecycle management
Supports client lifecycle processes for wealth management and advice providers.
Configurable workflows
Allows users to manage structured workflows, including workflow-related system behaviour.
Business rule management
Provides configurable business rules and validation.
Compliance procedures
Supports business rule-driven functionality for advice and compliance procedures.
Salesforce integration
Interacts with Salesforce Financial Services Cloud as a SaaS product and managed package.
Who it's for
Wealth management and advice providers.
How it compares
WealthConnect supports client administration, practice management, wealth management, and client lifecycle processes. Skience Financial Solutions for Salesforce Financial Services Cloud is described as enabling financial advisors to onboard new clients at the household level.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Skience Financial Solutions for Salesforce® Financial Services Cloud | Paid | Cloud |
In the catalog
16 plugins in Financial Services Cloud · Finance
Price distribution: 4 free, 1 freemium, 11 paid
Pricing & deployment
Platform
Salesforce
Product
Financial Services Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«WealthConnect is a comprehensive digital solution that simplifies client administration, practice management, and wealth management. It centralises all data to deliver a single source of truth, eliminating the need for multiple systems. Built on Salesforce technology, the software has flexibility and advanced …»