Wealthbox
Wealthbox CRM is a simple, beautifully designed wealth management platform for financial professionals. This social, collaborative CRM solution is web-based and secure. It requires no training and is easy-to-use. Wealthbox CRM takes only about 20 minutes to set up and learn. It offers a ton of features for the modern financial advisor, such as: Contact management-Offers an easy-to-view layout of all emails, phone calls and other communications. Activity streams-Helps financial professionals collaborate with others to get work done. Task management-makes it easy to stay organized as well as create and assign tasks. Calendar events-Offers one place to manage all kinds of different schedules. File storage-Access, manage and store all of your important data and files. Mobile apps-Obtain important information on the go. Advanced reports -build and save customized reports. Account administration-Control administrative tasks easily Advanced security-So that your data stays safe