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Creativemass

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3 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.3
Serving customers since
2017

Profile Name

Star Rating

2
0
0
0
1

Creativemass Reviews

Review Filters
Profile Name
Star Rating
2
0
0
0
1
James G.
JG
James G.
Founder at FinancialAdvisor.com.au
05/21/2023
Validated Reviewer
Review source: Organic

Poorly configured and lacking post sale support

It's based on the salesforce ecosystem which is great, allowing multiple third party plug ins to be added.
Verified User in Financial Services
UF
Verified User in Financial Services
12/08/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

Wealthconnect review

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
jason j.
JJ
jason j.
Account Executive at WPSD LOCAL6/ Paxton Media Group
11/30/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

Very easy to use and puts all your info in one place.

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.

About

Contact

HQ Location:
Melbourne, AU

Social

@Creativemass_SF

What is Creativemass?

Creativemass is a technology firm specializing in financial services solutions. With a focus on enhancing customer experience and relationship management, the company offers innovative software products tailored for the financial industry. Their flagship product, WealthConnect, is built on the Salesforce platform and provides wealth management firms with tools for client engagement, data management, and process automation. Creativemass aims to empower financial advisors and institutions by integrating advanced technology solutions to streamline operations and improve client interactions.

Details

Year Founded
2017