Wealthbox - #1 of Best Financial Advisor CRM Software

Wealthbox

Wealthbox is a customer service management (CRM) system designed for financial advisors. It allows for easy management of customer data by keeping track of phone calls, emails, documents, and financial information. It also allows for combining contacts with social networking activities, including social networks such as Twitter. It has an easy-to-view layout and is simple to use. With just one click on a client link, the system can initiate a phone call. Additionally, the system groups prospects and clients, has filtering functions, and tagging capabilities. Overall, various activities can be kept track with it. These include contacts, tasks, streams, workflows, events, opportunities, files, and reports. The system can be used via desktops or mobile devices. Wealthbox CRM is owned by Starburst Labs, a company located in New York City and Providence, Rhode Island.