Advisors in Wealthbox can access and view a client’s account information on a contact record page in Wealthbox. A two-way, mutual single-sign-on is also being released in June 2016.
"Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce."RIABiz Article
“Wealthbox reminds me of when I got my first iPhone. It’s an incredibly simple yet powerful platform for my firm.”Jason Wenk, Retirement Wealth Advisors, Inc.
No minimum users. No long-term contracts, pay-as-you-go. All features included.
With a few clicks, you can import your contacts, notes, etc. into Weathbox. Need help? We’re here.
Amber and her help-desk team are here for you.
Get started in 15 seconds.
Schedule it now with Amber.