Archive

  1. Contact record page

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    Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information.

  2. Social Profiles

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    Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current.

    “Wealthbox CRM has the potential to take the advisor’s social business to the next level.”

    bill_winterberg

    Bill Winterberg

    RIA industry expert

  3. Click-to-Call

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    Save time and be productive. Just click on a contact’s phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call.

  4. Email Dropbox

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    You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they’ll connect to the right contact record page of specific contacts in your account.

  5. Custom Fields

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    In Wealthbox you can set up special fields, text dates, and checkboxes based on your business requirements. Drag-and-drop the order of your custom fields inputs with ease.

  6. Tagging

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    Tag and group your contacts with ease in Wealthbox. Combined with advanced filtering features, tagging allows you to find and communicate with your prospects and clients more effectively.

  7. Permissions

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    For each contact, task, calendar event, and opportunity in Wealthbox, you’re able to specify who can see and access this data.

  8. Advanced Search & Filtering

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    Wealthbox’s tagging, grouping, filtering and auto-suggest features make searching for contacts a breeze. Easy export to CSV files, too.

  9. Task Inbox

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    Create tasks and link them to contacts or financial advisory opportunities. Assign tasks to coworkers and track progress.

  10. Project Management

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    Keep everyone in sync on project initiatives within your firm with the simple, lightweight project management feature within Wealthbox.