List of GBST WealthConnect Customers
Sydney, 2000, NSW,
Australia
Since 2010, our global team of researchers has been studying GBST WealthConnect customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased GBST WealthConnect for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using GBST WealthConnect for Legal Practice Management include: AMP, a Australia based Banking and Financial Services organisation with 2366 employees and revenues of $563.0 million, Invest Blue, a Australia based Banking and Financial Services organisation with 452 employees and revenues of $80.0 million, Bombora Advice Australia, a Australia based Insurance organisation with 25 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using GBST WealthConnect, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The GBST WealthConnect customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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AMP | Banking and Financial Services | 2366 | $563M | Australia | GBST | GBST WealthConnect | Legal Practice Management | 2021 | n/a |
In 2021, AMP engaged GBST WealthConnect as part of plans to deliver a new CRM and practice management platform for its advice network in Australia. The engagement evaluated GBST WealthConnect against Legal Practice Management requirements, reflecting AMP's intent to centralize adviser CRM, client onboarding and advice workflow orchestration within a single application.
The assessment and engagement emphasized CRM and practice management capabilities typical of the Legal Practice Management category, including client record consolidation, task and workflow management for advice delivery, and advisory case management. Reporting indicates the focus was on configuring GBST WealthConnect to support advice workflow functionality across AMP's advice network in Australia, with governance work aimed at aligning platform workflows to existing advice procedures and advisor user roles.
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Bombora Advice Australia | Insurance | 25 | $5M | Australia | GBST | GBST WealthConnect | Legal Practice Management | 2021 | n/a |
In 2021, Bombora Advice Australia implemented GBST WealthConnect. The GBST WealthConnect deployment used a Salesforce based architecture to deliver Legal Practice Management capabilities supporting adviser practice management and client facing workflows across the firm's Australian operations. Bombora Advice Australia implemented GBST WealthConnect to centralize CRM, practice management, and compliance oriented workflows for adviser teams and client engagement.
Configuration emphasized CRM and practice management modules along with compliance tooling and client record orchestration, inferred from the Salesforce based solution profile and industry practice. Integrations are centered on the Salesforce platform as the underlying application fabric, enabling adviser case management, client communication tracking, and structured file notes within GBST WealthConnect. Governance and operational rollout focused on reconfiguring adviser intake, client onboarding, compliance checkpoints, and advice file documentation to align practice operations with the Legal Practice Management application.
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Invest Blue | Banking and Financial Services | 452 | $80M | Australia | GBST | GBST WealthConnect | Legal Practice Management | 2024 | n/a |
In 2024, Invest Blue selected GBST WealthConnect as its primary practice management and CRM hub, positioning GBST WealthConnect within its Legal Practice Management tooling to centralise client engagement and portfolio records. The decision targets Invest Blue's national advice network in Australia, aligning the application to adviser and client-facing functions across the firm.
Deployment focused on using GBST WealthConnect for CRM and practice management workflows, onboarding, and advice wizards as described in the vendor announcement. Configuration emphasis is on consolidating client profiles, standardising advice workflow orchestration, and maintaining consolidated investment and portfolio data to support the adviser lifecycle and paraplanning operations.
Operational scope covers Invest Blue's advice teams and client service functions across its national network, with governance oriented toward a single practice management hub to improve data consistency and control of client engagement processes. The narrative positions GBST WealthConnect as the central Legal Practice Management application for Invest Blue, supporting client onboarding, advice production, and ongoing portfolio record keeping.
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Buyer Intent: Companies Evaluating GBST WealthConnect
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