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."
Bill_winterberg

Bill Winterberg

RIA industry expert

@-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.

Social Feeds

Monitor life events of clients and prospects on social networks.

Is a prospect asking for advice about a 401K plan? Has a client posted a job change on Twitter? Stay contextually relevant in your relationships and build new ones.

Emoji Messaging

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. 😀

Compliant Note Archiving

Edit notes and view the change history

Edit or enhance notes and have archived note versions stored in Wealthbox for total compliance. Time stamps and user information for each variation provides simple and comprehensive review.

Compliant Note Archiving

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