michael.pendergrass
Acronym
Starburst Labs, Inc.
Product ID
Wealthbox
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Description
Wealthbox is simple, powerful, and beautiful CRM for financial advisors.
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Details
- Share CRM activity updates in a live, real-time stream on the dashboard of Wealthbox to keep track of what’s happening and communicate with your partners and assistants in your firm.
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Details
- Group tagging of contacts, custom fields, integrated email, workflow activity, tasks and calendar views, click-to-call, permissions - it’s all here to manage your clients efficiently in Wealthbox.
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- Lookup contacts, enter notes, schedule meetings, and see what’s happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.
Features
Wealthbox is simple, powerful, and beautiful CRM for financial advisors.
- Full-featured CRM designed for financial advisors.
- Sign up and go simplicity, no training needed.
- Broad array of industry partner integrations
Vendors
Management Style
Schwab Products
Section
Solution