Wealthbox

Wealthbox is a modern CRM for financial advisors that offers a simple, social and collaborative wealth management platform. Wealthbox keeps businesses connected with their clients, prospects, and staff with ease.

Wealthbox provides an easy for viewing layout and a quick note-taking interface that allows users to keep track of all phone calls, financial information, and email files. Wealthbox also provides all the contacts' social networking activity in one place.

The key features offered by Wealthbox include contact management, task management, account administration, activity streams, advanced security, calendar events, opportunity tracking, system reporting, file storage, portfolio integrations, and desktop and mobile app. The task management feature enables users to create tasks and link them to contacts or financial advisory opportunities.

The task management feature also allows keeping everyone in sync on project initiatives. With the task management feature, companies can assign a task to co-workers and track progress. The activity streams feature allows sharing of CRM activity updates in a live, real-time stream to keep track of what's happening and to communicate with your partners and assistants.

The automated workflows feature allows creating custom templates. The individual and group calendaring feature enables users to create different calendars and use customized colors in one view with simple permissions in the Wealthbox calendar. The opportunity tracking feature offers an excellent platform for users to visualize their opportunities by stages and closing dates to see where they stand.

The pipeline management feature allows users to enter notes, status updates, and customized stages about opportunities. The document management feature allows users to access, manage, and share files with co-workers.

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