Login Register
G
Wealthbox banner
Wealthbox

Wealthbox

@UCD7Ihw5BJiqShqfmsccJSGg - 378 subscribers

Wealthbox - Modern CRM for Financial Advisors Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required. *Full-Featured CRM* Wealthbox has everything advisors need to connect with clients, prospects, and coworkers. - Contact Management: Organize notes, emails, files, and financial information quickly and easily. - Wealthbox Mail: Connect your email to Wealthbox in a two-way sync for amazing productivity. - Opportunities: Build and manage your pipeline by stage in a sleek drag-and-drop interface. - Workflows: Customize workflows and build templates for business process efficiency. - Activity Streams: Share client activity updates in a live stream with your team. and more! Plus, Wealthbox integrates with over 100 leading custodial platforms and wealth-tech applications. Try the #1 CRM for financial advisors and see the difference. Sign up for a free trial today. www.weathbox.com #wealthbox

Home Videos Live Playlists