• February 12, 2014

Wealthbox CRM Launches for Financial Advisors

Wealthbox CRM has launched its Web-based Wealthbox CRM, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps.

Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

Activity Streams allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers.

Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox's click-to-call feature gives an advisor the ability to click a phone number on a client record and instantly receive a call from Wealthbox, which then connects the client and automatically generates an activity record in the notes section. The email dropbox feature allows advisors to use their current email system and maintain compliance with their present email practices while recording all emails within each client record page.

Wealthbox employs the latest techniques and practices to ensure the safety and security of user data. This includes bank-level 256-bit encryption over SSL, two-factor authentication, and session time-out features.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quik! Form, with many more integrations in development and to be released soon.

Wealthbox is now offering a free 14-day trial. Thereafter, Wealthbox is $29 per month per user.

Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge.

"Wealthbox is awesomely simple to use yet has more than enough power for our rapidly growing RIA firm," said Jason Wenk, a private-beta user of Wealthbox and president of Retirement Wealth Advisors, in a statement. "The social collaboration and team dynamics are amazing."


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