Advice management software advisers trust when it really matters? That’s WealthConnect
Salesforce powered advice management platform that helps firms manage adviser workflows, client relationships and regulatory obligations in one secure, compliance focused environment.
A modern advice management platform, built for regulated environments.
WealthConnect supports the full advice lifecycle, from onboarding and fact finding through to ongoing servicing and compliance. Built on Salesforce, it provides advisers and operations teams with a single, reliable source of truth.
- Streamlined adviser workflows
- Built in compliance and auditability
- Centralised client and case management
What does it do?
A compliance first advice management platform advisers actually want to use.
WealthConnect brings together advice workflows, client data and compliance controls in a single platform, reducing fragmentation across systems while improving visibility and control.
Adviser workflows
Structured workflows support onboarding, reviews and ongoing servicing, helping advisers work consistently while maintaining firm wide standards.
Client & case management
Centralised client records, interactions and documentation give advisers and operations teams a complete view of each relationship.
Compliance & governance
Compliance requirements are embedded into day to day workflows, with clear audit trails, approvals and oversight built in from the start.
Risk & oversight
Visibility for compliance and operations teams without slowing advisers down.
Salesforce native platform
Built on Salesforce, WealthConnect Professional benefits from enterprise grade security, configurability and integration capabilities.
Platform integration
Designed to integrate with Composer and wider platform ecosystems.
Built on Salesforce.
Enterprise technology designed for advice operations, standing on the shoulders of the world’s leading CRM platform.
WealthConnect is built on Salesforce, providing a secure, scalable foundation for advice management. Role based access, configurable workflows and integration capabilities support controlled operation within complex technology estates.
- Salesforce native architecture.
- Secure, role based access and permissions.
- Designed for integration with administration platforms, including Composer.
Working in Harmony
Advice management connected to the broader GBST ecosystem.
WealthConnect integrates with other GBST solutions such as Composer, supporting joined up servicing, consistent data and controlled execution across front office and back office environments.
Advice management without compromise.
See how WealthConnect Professional helps firms maintain control, improve efficiency and meet regulatory expectations with confidence.