![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

12/8/2021

"Wealthconnect review"

5/5

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.

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

Wealthconnect solves tracking prices, leads, tasks. It acts as a investment assistant similar to AI. This makes portfolio management a breeze and auto rebalances Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

See what 3 reviewers think of WealthConnect

3.3 out of 5 · Verified reviews from real users

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