Wealthbox
Wealthbox was designed for today’s financial advisors. This web-and-mobile CRM application was first released in February of 2014, and continues to grow and improve upon itself. The layout for this application was designed with simplicity, clarity, and usability in mind. There are many easy to use features in this CRM application. Wealthbox makes it easy to stay in touch with your clients by providing the ability to track emails, calls, and financial information. There is easy interface for note-taking and the ability to create your own data fields. Wealthbox also makes it easy to stay on task by allowing you to both assign tasks and to track your progress. Wealthbox offers a great array of tools to keep the modern financial advisor organized, connected, and prepared for the demands of the modern world.