---
title: WealthConnect Reviews
meta_title: 'WealthConnect Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how WealthConnect works for a business like yours.
aggregate_rating:
  rating_value: 3.3
  review_count: 3
  scale: '5'
date_modified: '2026-03-17'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# WealthConnect Reviews
**Vendor:** Creativemass  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 3.3/5.0  
**Total Reviews:** 3
## About WealthConnect
Uniquely delivered on the world’s leading CRM platform, Salesforce, WealthConnect™ delivers financial services in a sophisticated and compelling way using tomorrow’s technology today.




## WealthConnect Reviews
  ### 1. Poorly configured and lacking post sale support

**Rating:** 0.0/5.0 stars

**Reviewed by:** James G. | Director | Financial Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 21, 2023

**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.

**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.

**What problems is WealthConnect solving and how is that benefiting you?**

It was meant to be an all encompassing CRM however it was buggy and not configured for the Australian market. For instance out of the box options included hobbies and interest such as "college basketball" which an American sport, not an Australian one.


## WealthConnect Discussions
  - [What is WealthConnect used for?](https://www.g2.com/discussions/what-is-wealthconnect-used-for)

- [View WealthConnect pricing details and edition comparison](https://www.g2.com/products/wealthconnect/reviews?filters%5Bnps_score%5D%5B%5D=1&section=pricing&secure%5Bexpires_at%5D=2026-08-13+14%3A38%3A27+-0500&secure%5Bsession_id%5D=94e2cdba-0f78-45d5-a8f4-575116b8b107&secure%5Btoken%5D=1f4a57a3204ff80c31fffa9b312fdd006893310dc4c5f1255897d3e61dc0e31c&format=llm_user)

## WealthConnect Features
**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

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