Today we’re happy to share the news: Independent Financial Partners (IFP), a multi-custodial RIA with over 500 advisors nationwide, has announced that it has selected Wealthbox to be the preferred CRM technology for its fast-growing financial planning network.
Executives from IFP and Wealthbox will be holding a joint webinar on January 15th at 3pm ET to discuss the partnership. IFP members and interested advisors can register now to learn more about Wealthbox, IFP-tailored workflows and how to easily switch to Wealthbox.
The new partnership will provide IFP advisors access to Wealthbox CRM workspaces that are uniquely configured for IFP’s technology operations. Advisors will have access to Wealthbox’s contact management, calendaring, opportunity management and email-integrated CRM features among others in a menu of deployable assets from the IFP hub, including integrations with complementary fintech partners.
“Having Wealthbox as the preferred CRM in IFP’s technology stack empowers our broker-dealer immensely.”
IFP advisors will also be able to take advantage of Wealthbox’s recently enhanced automated workflows that are created and published by IFP to help advisors operate their practices. These workflow templates in Wealthbox, initially 12 of them, can be further customized by IFP advisors so they can hit the ground running, which saves time and increases efficiency. Further integrations of Wealthbox features and IFP’s back-office operations are also being developed.
Divisional President of IFP Plan Advisors, Jeff Acheson said in the announcement, “With its intuitive product design and powerful features, Wealthbox will help our advisors spend more time with their clients and less time struggling with old-school CRM technology. We’re thrilled to provide IFP advisors with a simple-yet-powerful CRM product so they can increase their job satisfaction and productivity. Having Wealthbox as the preferred CRM in IFP’s technology stack empowers our broker-dealer immensely.”
IFP members and interested advisors can also register for the IFP + Wealthbox partnership webinar.