Features for the Modern Financial Advisor

Activity Streams in Wealthbox

Team Stream

Collaborate with your staff to get work done.

Share CRM activity updates in a live, real-time stream to keep track of what’s happening and communicate with your partners and assistants.

“The utility of the social activity streams evident in Wealthbox CRM establishes a new bar to which other CRMs can aspire.”
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Bill Winterberg

Freelance contributor
Morningstar Advisor

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@-Mentioning Shortcuts

Enter notes about contacts without clicking your life away.

Right from the “publisher” on the dashboard you can “@-mention” a contact name and add a note – without deep-linking to a contact record page. Simple and efficient.

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Emoji Messaging

Communicate with color.

Advisor Team Spirit: Add flavor to CRM updates and staff communication with emojis in Wealthbox’s activity stream and commenting system. smile

Lead-Gen StreamComing Soon

Engage prospects and develop new clients online.

Wealthbox will soon integrate with Wealthbase, a marketing network and lead-generation site that connects consumers with financial advisors. Stay tuned.

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