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GBST has upgraded its Salesforce-based WealthConnect practice management system to “enhance adviser efficiencies and client outcome”. WealthConnect provides complete client lifecycle management, including initial prospecting and onboarding.
Good morning and welcome to your Morning Briefing for Wednesday 13 March 2024. To get this in your inbox every morning click here. GBST's system revamp GBST has upgraded its Salesforce-based WealthConnect practice management system to “enhance adviser efficiencies and client outcome”. The new functionality focuses on
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