Wealth Management ISVs ISVs that have a strong, proven use case for the industry Qwil is simplifying professional communication between Riva is the better-together highly flexible relationship staff and clients by bringing together chat, video calling, file and sales engagement platform that delivers trusted and sharing, biometric approvals, and UNLIMITED eSignatures! compliant customer 360 data and brilliant customer and With full message history, Qwil makes consumer duty and employee digital experiences for companies in wealth regulatory compliance easy, you’ll love that you switched management who want to maximise the lifetime value from logging emails and phone calls to Qwil. of their customers and empower their customer-facing Learn More > teams. Learn More > Ortec Finance’s wealth & financial planning application WealthConnect provides an intuitive front and middle OPAL provides a powerful solution delivering office platform to Wealth Managers, Investment personalised engagement and advice at scale. OPAL Professionals and Financial Advisers. A simplified allows advisors to assess the feasibility that the financial replacement for multiple systems, WealthConnect offers plan supports the clients’ financial goals, incorporating advanced practice management functionality, enhanced the most important uncertainty of the plan: investment client engagement, and the delivery of financial services risk. This results in more realistic plans that better suits including advice. Its flagship activity management the client which are monitored over time. capability includes decision trees, pathways, and Learn More > automation-enabled workflows, delivering the financial services market an integrated solution. Learn More > EMEA ISV Industry Booklet — Wealth Management 4
Salesforce ISV Industry Booklet - Wealth Management Page 3 Page 5