Wealthbox
Financial advisors need to have secure control over their client's wealth. The best Financial Advisors CRM - Wealthbox - helps you keep track of the characteristics of your customer's money. You can find more lucrative investment opportunities with Wealthbox CRM. The secure, Web-based Wealthbox does not require any training. Financial advisors can easily assess their client's present estate and how it will change in different scenarios. As markets change, financial advisors can use Wealthbox to adjust their portfolios. The Wealthbox has been compared to the iPhone - "simple yet powerful." Improve your contact management, task management and activity streams using the powerful Wealthbox features. File storage, advanced reports and portfolio integrations are made easier with Wealthbox. Transfer data from one system to another without losing any information. This system has been featured on Reuters, InvestmentNews and Morningstar. You can get a demo of the system by visiting Wealthbox at (http://www.wealthbox.com).