Today we’re happy to announce a partnership with AdvisorTouch (formerly known as Fox Financial Planning Network). The AdvisorTouch platform has ready-to-use scalable workflows tailored to the practices of financial advisors that are now published in Wealthbox CRM.
In a press release, Deborah Fox, CEO and founder of AdvisorTouch said, “The workflow system we developed for Wealthbox users is the first set of detailed procedures for optimizing the delivery of client services and completing and tracking back office work. The system was designed to work specifically within Wealthbox CRM. We are happy to add Wealthbox as an integration partner.”
Get in the flow!
Workflows in Wealthbox are the ideal way for advisors to standardize processes within their firms. Once a customer has purchased Complete Workflows, NexGen Planners Workflows, or the Complete + NexGen Package library from AdvisorTouch, they can contact AdvisorTouch to share those workflows with them within Wealthbox. Here’s a sneak peek…
Wealthbox users will see shared templates alongside any pre-existing templates, allowing for fast workflow adoption.
Each workflow is broken down into steps and each step has a detailed procedure included by role in firm.