Viniendo de Redtail, no veo ninguna ventaja en Wealthbox.

Me gusta la facilidad de uso y la naturaleza intuitiva de WealthBox. Podemos gestionar de manera eficiente la mayor parte de nuestro negocio a través de Wealthbox.

It's a CRM built from the ground up specifically for financial professionals, unlike other providers who sell off-the-shelf solutions that are catered to nobody in particular. It integrates with lots of other solutions that we already use on a daily basis, like Albridge & eMoney. Navigating through WB is fairly seamless and easy and the learning curve is a lot less intense than other CRMs. Lastly, they are the NEW CRM on the block, and are hyper focused on rapid innovation & growth compared to other, older CRMs who may not prioritize that anymore.