Today we’re thrilled to announce Enso Wealth Management has selected Wealthbox as their enterprise CRM of choice. With offices throughout California and Nevada, Enso Wealth’s team of 28 advisors manages approximately $1.4 billion in assets.
“Wealthbox’s simple user interface with powerful enterprise features results in high CRM adoption…”
Enso Wealth is known for prioritizing their clients’ “full financial lives,” such as milestones and philanthropic goals, in order to foster “simple and elegant financial life plans.” The full-service firm now has Wealthbox in its advisory tech stack to build deeper and more fulfilling relationships with its clients.
“Building an advisory firm and servicing clients requires great people and great technology,” says Toussaint Bailey, CEO and Principal at Enso Wealth. “Wealthbox’s simple user interface with powerful enterprise features results in high CRM adoption among our team and takes the pressure off so we can focus on our clients’ financial success.”
“Enso Wealth is a fantastic partner,” says Jeff Mello, President & CFO of Wealthbox. “Our team has enjoyed working with Toussaint and his team, and we’re proud to deliver our Wealthbox enterprise CRM offering to help Enso Wealth operate and grow their business.”
To learn more about Wealthbox enterprise CRM capabilities, schedule a 1:1 demo today.