Wealthbox
Wealthbox provides the easy customer relationship management (CRM) tools that financial advisors need to conduct business. Their contact management tools make it simple to keep track of clients, store important emails and make contact with clients instantly without scrambling for numbers. With their task management tools keeping track of tasks is easy and keeping track of projects simple. Collaboration with staff and note taking is no longer a hassle with Wealthbox. Its fully integrated set-up allows you to coordinate projects and get a handle on potential clients through social media networks. Security of your data is important. Wealthbox offers bank level encryption to safe guard your data and provides a two-factor authenication process to secure your account from would be hackers. Automated workflows and schedule planning features are probably the most utilized tools in Wealthbox's arsenal. These integrated tools allow you and your clients to connect with each other seamlessly.