Wealthbox - #1 of Best Financial Advisor CRM Software

Wealthbox

When it comes to running a successful modern financial advising business, maintaining strong and trusting relations with customers is a key to survival. Luckily, firms like Wealthbox have made it their business to deliver cutting edge client relations management tools that have been specially optimized for financial professionals. Wealthbox CRM provides the busy financial advisors of today with a suite of features that are designed to make every aspect of their lives easier. Wealthbox CRM Contact Management provides easy access to customer communications, allowing wealth advisors to keep track of emails, phone calls, financial information, and clients files. Wealthbox CRM also makes it simple for financial professionals to harness the power of collaboration. By fielding tools that create live activity updates, Wealthbox allows team members to coordinate their effors. At the same time, this innovative CRM tool gives advisors and their team members the ability to monitor client social feeds, thus allowing professionals to design strategies that fit the needs of specific customers.