If you can use Facebook, you will love Wealthbox. Easy of use, integrates with other programs, ability to create detailed workflows, contact lists and tasks.

The transition from RedTail was seamless and as advertised. It didn't take much time to get used to navigating and using the system. Integrations are many and easy to connect/start using. The ability to connect to a lot of different providers saves until hours in efficiency.

Me encanta poder personalizar el diseño y cómo ofrece tantas opciones diferentes para que el asesor financiero pueda rastrear, hacer seguimiento y observar cómo ocurren los procesos.