Wealth Management ISVs ISVs that have a strong, proven use case for the industry WealthConnect Professional is built on FSC and replaces multiple industry legacy Conga helps wealth management providers deploy holistic solutions to optimize systems, providing a single pane of glass between all front, middle and back office pricing, operations and contracts so that clients enjoy a customized experience while functions and bringing overdue industry disruption. WealthConnect Digital is a maintaining high security and trust. Conga’s revenue lifecycle solutions also help customer portal built on Experience Cloud that revolutionizes customer experience customers meet regulatory and audit requirements. while providing efficiencies for advisors, and suite tools and features to assist both clients and advisors in their day-to-day interactions. Learn More > Learn More > Complaints Pro is a cost-effective ASIC RG-271 compliant solution that helps you handle every customer complaint timely and efficiently, then aggregates customer Is your document generation smart? SmartCOMM is used by leading insurers to insights empowering you to improve your products and processes. With Complaints create professional quotes, policies, claims and other documents. Support multiple Pro, you can manage superannuation IDR complaints, optimize your complaint brands, agencies/offices, languages, and legal terms. Embed enclosures, utilize lodgement for closed-on-first-contact and lodged-as-open, track and report custom fonts, and incorporate charts, tables, and images – all while enabling complaints by departments, brands and trustees, and much more. Complaints Pro omnichannel communications through one or a few templates. integrates with registry and CRM systems. Learn More > Learn More > APAC ISV Industry Booklet — Wealth Management 4