Wealthtack
Exhibitor
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.
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.
Organiser
