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WealthTrack
by TechActif Consulting Ltd.SalesforcePaid
Track client wealth, activities, assets, insurance and important dates in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
WealthTrack records client wealth, activities, assets and insurance, including assets not sold by the advisor. It supports households, individual clients, companies and group insurance plans, with terminology for Canadian insurance, investments and cost tracking. Advisors can schedule tasks, meetings, renewal reminders and deadlines, then create action plans and reports for team sharing. Reports can identify clients for marketing messages and targeted communications.
Key capabilities
from the Salesforce AppExchange listingWealth tracking
Tracks client wealth and assets, including assets not sold by the advisor.
Insurance tracking
Records client insurance and group insurance plans.
Client record types
Supports records for households, individual clients and companies.
Task scheduling
Schedules tasks, meetings, renewal reminders and deadlines.
Action plans and reports
Creates action plans and reports that can be shared with a team.
Portfolio updates
Allows client portfolios to be updated and company-specific templates to be created.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«WealthTrack was designed in conjunction with Canadian financial planners, financial advisors, and their administrative staff. It was created by Canadian application developers to support the independent financial advisor by giving them the tools they need to track their client wealth, activity and critical dates …»
Official marketplace listing
Marketplace
Publisher
TechActif Consulting Ltd.
Updated on marketplace
Facts verified