Wealthcloud, Llc

At WealthCloud, it’s all about integration. We bring together the industry’s most advanced applications into one simple, cloud-based platform that fuels productivity and enhances client centricity for today’s trust companies, banking and financial advisors, attorneys and family offices. You'll have every tool in one place to get the job done, enabling you to streamline workflow, organize information, manage reporting and provide meaningful analysis…from the back to the front office – all on a Salesforce platform. That means less paperwork…and more face time. As technology continues to expand in the wealth management sector, many firms find themselves juggling disparate, outdated systems that don’t play nicely together. Reporting exists here. Accounting there. Compliance somewhere else. Client assets are spread across a series of disjointed folders. And no one on your team can communicate efficiently when it’s time to make a move. The result? Unnecessary manual updates and costly miscues that can lead to missed deadlines, elevated risk and unhappy clients. Only WealthCloud leverages the strength of multiple applications– firmly rooted on the flexible Salesforce platform – and completely customizable. So reporting, CRM, accounting and administration are flawlessly integrated…down to the last document. Best of all, WealthCloud easily incorporates your existing system and is fully scalable. You get consistent, real-time access that improves time management, client responsiveness and overall productivity. Without an enormous capital expenditure.