Wealthtack is a CRM / client development application  built on the Salesforce.com® Lightning Platform ,  specifically designed for the HNW and UHNW Wealth Manager. 
Out of the box it delivers  a set of tools that help address a broad range of  business processes, avoiding the need for expensive bespoke project implementations . From business development, through to effective on-boarding and compliance management to day-to-day relationship management.