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http://store-images.s-microsoft.com/image/apps.38763.59b525a6-b82e-4641-9be1-a2dbc6433bd3.cd37b93c-bcad-4af4-a59b-5aaa85f38e64.9516b1d4-71c9-4067-8389-f0f21aad4cc9
Products
Dynamics 365 for SalesDynamics 365 for Customer ServiceDynamics 365 for Field ServiceDynamics 365 for Project Service Automation
Publisher
Nerea SA
Acquire Using
Work or school account

Version

1.0.0.0
Categories
Sales
Industries
Financial servicesProfessional services
Products supported
Dynamics 365
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Wealth Plus

Nerea SA

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Wealth+ is a ready to use customizable and extensible solution for Wealth Management.

Based on Microsoft Dynamics 365, Wealth+ has been designed and developed to be integrated to your internal back-end data and to answer to the particular security and confidentiality rules of financial sector. It offers client assets global view, portfolio potential, onboarding process, KYC and sales process in both direct and indirect channels.
Learn more
Factsheet wealth+
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