Wealthbox
Wealthbox is a well-known web and mobile CRM system that is built for financial professionals. The successful version 1.0 of Wealthbox was launched on February 11, 2014. It has since provided a wealth of knowledge that has been proven to help financial advisors with customer relationship management. The innovative Starburst Labs, Inc., owns and manages the Wealthbox CRM. Starburst Labs develops online software and products that better connect potential investors with financial professionals. The Wealthbox CRM team is made up of a number of professional software developers, innovative designers and customer service personnel who have a great deal of experience with social media, fin-tech CRM and complex software service operations. Moreover, the Wealthbox CRM is unique because it allows financial professionals to keep their clients’ social networking activity in one convenient place. Wealthbox CRM users say that this program allows financial advisors to take their social business to the next level.