Wealth Access for Salesforce Financial Services Cloud for Salesforce
- Category rank
- #365 in Finance
- Price from
- $25 / custom / month (USD)
- Listing audit
- 64/100
Wealth Access for Salesforce Financial Services Cloud is a Salesforce AppExchange app by Wealth Access, Inc..
Wealth Access for Salesforce Financial Services Cloud is the #365 ranked Finance app on Salesforce, as a paid app, as of Nov 11, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 11, 2026
Wealth Access for Salesforce Financial Services Cloud ranks #365 of 563 in Finance on Salesforce. It has no reviews on Salesforce yet. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2021
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Wealth Access for Salesforce Financial Services Cloud
How Wealth Access for Salesforce Financial Services Cloud works
Wealth Access digitally engages clients and prospects through a branded mobile app collecting financial account data and documents to create the client’s complete living balance sheet and to drive actionable insights to wealth professionals.
Through the new Wealth Access for Salesforce integration, Wealth Access enhances the financial professional experience in Salesforce by delivering transparent views into the financial balance sheets of clients and prospects.
Wealth Access data flows seamlessly into the Financial Services Cloud platform, allowing financial data (Accounts, Positions, Transactions) to be represented at the household/client level. The integration provides complete financial balance sheet views for clients and households through direct data connections to accounting systems and custodians, as well as held-away account aggregation.
Key features
- Hyper-Personalized Experiences for Wealth, Business & Consumer Banking create friction-free, intuitive user journeys -for everyone. We make it easy to deliver a living balance sheet & frame a complete picture tailored to each person or company you serve.
- Wealth Access removes the constraints that keep you from realizing the full power of your data. Uncover the kind of clear, consistent, and complete stories that let you create the experiences your customers crave with Complete Customer Information.
- The analytics engine rationalizes & enriches data to create intelligent insights, identify risks & opportunities, & make right-timed recommendations. Have the kind of meaningful conversations & win the kind of loyalty that leads to real growth.
