Wealthbox - #1 of Top Financial Advisor CRM Software

Wealthbox

It might seem obvious to some, but it is important to note that keeping clients happy is the number one job of someone who calls themselves a financial adviser. This is because the clients are the lifeblood of everything that the adviser does. If the stream of clients dries up, then there is nothing left for the adviser to work with. Wealthbox is the perfect way to keep clients (and their adviser) happy. It is a customer relationship management product that enhances the experience between the customer and the adviser. Basically, it keeps all of the key metrics about the customer stored in one central database. That information may then be called up at any time to figure out what it is that the client needs done with their account. A financial adviser who uses this tool and others can often find the greatest levels of success that they ever had in their business.