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Wealthbox – Smart CRM for financial advisors

“The majority of the CRM apps for advisors are bloated with a ton of features that require full time staff to keep the data relevant. Wealthbox nails the right set of features with a pleasing UX that can overcome the #1 obstacle in CRM: usage adoption.”
— Jamie McIntyre, Founder of Rewire Capital

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investmentnews

Wealthbox CRM integrates instant messager Slack into adviser tech platform

“Instant messaging has found a new home, and it’s on a client relationship management platform for financial advisers…'”

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investmentnews

CRM Startup Wealthbox Earns Financial Backing from Serial Entrepreneur Steve Lockshin

“Wealthbox, a CRM product for financial advisers owned by Gotham Tech Labs, Inc. [now called Starburst Labs, Inc.], has won the support of Mr. Lockshin, chairman of Potomac, Md.-based Convergent Wealth Advisors. ‘I expect Wealthbox and their associated products to emerge as leaders in the advisory space when it comes to user experience, which is all that really matters in the end.'”

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Wealthbox Review: Finally! A CRM for Financial Advisors That is Super Easy, Powerful, and Affordable

There’s no training required with Wealthbox CRM, you just sign up and go. With its modern Facebook-style “activity stream” you can also internally collaborate with your assistant or partners, and everyone can see what new CRM updates are happening. Wealthbox even integrates externally your social network accounts in private activity streams to monitor the life events of your prospects and clients online.

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riabiz

VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.

“Wenk’s biggest compliment about Wealthbox? ‘It’s just incredibly simple.’ Instead of a multi-day session and paying $10,000 to $20,000 for installation and training — something he was upset he’d have to do if he signed on for a full contract with Salesforce — Wenk simply got a login to Wealthbox and spent some time checking out the site. Everything, he says, was intuitive for him and his employees. ‘It reminds me of when I got my iPhone.'”

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Turning Data Into Gold

“Wealthbox allows advisors to view social media streams from inside the CRM — and gather data to make them smarter at how they interact with their clients. Advisors can even type their client’s email addresses into the system to pull up any account linked to that data across 50 different social networks. In one click.”

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morningstar

The Big Trends in Financial Services Technology

“2014 will also likely be the year CRM software becomes more social. Here, Wealthbox CRM is leading the charge.”

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investmentnews

Notable adviser software tools that debuted at T3

“Wealthbox aims to be simpler than many of the other CRM tools available in the marketplace, with some integrations to draw in client social media activity and a handy internal “activity stream” to see the activity of all staff members currently interacting with various clients.”

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forbes

Social Media Tips For Highly Regulated Industries

“New CRM tools have just launched to connect the social media profile of clients with contact information. Companies are finding it to be an incredible tool for deepening their connection with customers. “The number-one reason financial advisors want to monitor social media is for life events,” Rourke said. “It enables advisors to be contextually relevant with their clients.”

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Social CRM for financial advisers: How activity streams will enhance client relationships

“Facebook, LinkedIn, Twitter and more attract billions of users month after month by aggregating updates from your professional, personal, and social connections. So why not build the same functionality into CRM software, the technology advisers use the most day after day? One startup doing so is New York City-based Gotham Tech Labs [now called Starburst Labs] with the introduction of Wealthbox CRM.”

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Wealthbox CRM Brings Simplicity and Social Networking Design to Managing Advisor-Client Relationships

“Wealthbox’s intuitive, user-friendly design reflects the “consumerization” of easy-to-use business productivity software – a unique attribute in financial services CRM. No bloat. No clunkiness. No training required.”

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Wealthbox is the Official CRM of Simplicity