Wealthbox - #1 of Best Financial Advisor CRM Software

Wealthbox

Customer relationships matter. Financial advisors need to stay connected with their staff, their clients and attract potential clients. Wealthbox provides the contact management tools that help financial advisors keep track and connect with clients and staff easily. Making sure that everyone is connected is only part of the equation for a successful business. Financial advisors can use Wealthbox to track activity, automate workflow and store files for future use. The ease of Wealthbox CRM in providing reports, integrating portfolios and creating a secure environment are worth looking into for the busy advisor. Task management of pending projects is an important feature in Wealthbox. Financial advisors now have the ability to schedule meetings, manage their accounts and track opportunities for new business. The mobile applications allow for the instantaneous tracking and monitoring of accounts. With Wealthbox, clients can be updated quickly on events and have peace of mind knowing their information is secure.