Wealthbox - #1 of Best Financial Advisor CRM Software

Wealthbox

Wealthbox is an easy-to-use customer relationship management software for financial advisors that doesn't require training. It's a powerful platform that simplifies the process of managing customer relationships. Several features included with Wealthbox are contact management, opportunity tracking, account administration, task management, advanced reports, automated workflows, and portfolio integrations. There are over 500 apps you can integrate with Wealthbox, such as LinkedIn, Facebook, Evernote, FMeX, RightCapital, MoneyGuidePro, and Riskalyze. With Wealthbox, you can create templates based on criteria patterns to run customized reports. This features allows you to gain a deeper understanding of customer relationship data. Reports can be printed and saved as Excel/CSV files. You can try Wealthbox free for 30 days. They also offer a 20-minute live demo, in which you receive a guided tour over web conference, and observe Wealthbox in action. You have the chance to ask questions during the Q&A session. Wealthbox is an ideal CRM software for financial advisors who crave simplicity and efficiency.