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- Servicios Financieros CRM Software
- AdvisorEngine CRM
- Wealthbox CRM
- AdvisorEngine CRM-vs-Wealthbox CRM
Comparar AdvisorEngine CRM y Wealthbox CRM 
AdvisorEngine CRM vs Wealthbox CRM
Al evaluar las dos soluciones, los revisores encontraron que Wealthbox CRM es más fácil de usar, configurar y administrar. Sin embargo, sintieron que ambos proveedores facilitan igualmente hacer negocios en general.
- Los revisores consideraron que Wealthbox CRM satisface mejor las necesidades de su empresa que AdvisorEngine CRM.
- Al comparar la calidad del soporte continuo del producto, los revisores consideraron que Wealthbox CRM es la opción preferida.
- Al evaluar la dirección del producto, AdvisorEngine CRM y Wealthbox CRM recibieron calificaciones similares de nuestros revisores.
- Construya su negocio sobre una base sólida construida sobre una pila tecnológica de vanguardia con estrategias de implementación modernas y la capacidad de almacenar de forma segura cantidades ilimitadas de datos sin costo adicional
- Capture información demográfica y financiera importante de los clientes en un solo lugar
- Gestione el flujo de trabajo para asegurar que las tareas se comuniquen y completen
- Contactos
- 1 Espacio de Trabajo CRM
- 1 Canal de Oportunidades
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
Falta de integración con nuestro corredor de bolsa. Tampoco fue beneficioso en el lado del seguro.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
It creates an easy way to manage workflow within the firm. One thing to keep in mind is that in order for Junxure to be effective as a database, there needs to be a lot of procedures and training. Otherwise, people will easily misuse the software and data...
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
Falta de integración con nuestro corredor de bolsa. Tampoco fue beneficioso en el lado del seguro.
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
