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WealthConnect
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WealthConnect

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3.3 out of 5 stars
5 star
66%
4 star
0%
3 star
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2 star
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1 star
33%

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WealthConnect Reviews & Product Details

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WealthConnect Reviews (3)

Reviews

WealthConnect Reviews (3)

3.3
3 reviews
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James G.
JG
Director | Financial Advisor
Small-Business (50 or fewer emp.)
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"Poorly configured and lacking post sale support"
What do you like best about WealthConnect?

It's based on the salesforce ecosystem which is great, allowing multiple third party plug ins to be added. Review collected by and hosted on G2.com.

What do you dislike about WealthConnect?

The out of the box product is not viable for a financial services practice to use. After 9 months of paying a third party implementation company to configure the system, we abandoned the software. Worst of all, there was ZERO assistance in providing data extracts that only they can provide and we still have data trapped on their system that they will not release. Review collected by and hosted on G2.com.

jason j.
JJ
Owner
Mid-Market (51-1000 emp.)
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"Very easy to use and puts all your info in one place."
What do you like best about WealthConnect?

I like the goal setting. If you have something you really want you can put the information in and it will help you set a plan to achieve it. Review collected by and hosted on G2.com.

What do you dislike about WealthConnect?

Nothing that I can think of right at this time Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business (50 or fewer emp.)
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"Wealthconnect review"
What do you like best about WealthConnect?

Where do I start for wealthconnect. Great way to track wealth management to all user groups. Found it user friendly and the support is second to none. Would recommend Review collected by and hosted on G2.com.

What do you dislike about WealthConnect?

So far nothing I would say I dislike. It's a great software that I thoroughly enjoyed. Pricing from what I've compared may be slightly higher than other options. Review collected by and hosted on G2.com.

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Financial Services CRM
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