Wealthbox - #1 of Leading Financial Advisor CRM Software

Wealthbox

Wealthbox is a secure financial advisor CRM software that will help you to stop squinting in a flood of data. It has a layout that makes viewing quite easy and a fast note-taking interface that will aid you in keeping track of all your emails, financial details, phone calls and files. Using this software enables you to conveniently view your contacts' social networking activities all in one location. You'll also be able to watch and engage with your clients on social platforms such as Twitter and Facebook to keep relevant. Training isn't necessary for this unique, powerful yet easy CRM software.