En venant de Redtail, je ne vois AUCUN avantage dans Wealthbox.

J'aime la facilité d'utilisation et la nature intuitive de WealthBox. Nous pouvons gérer efficacement la plupart de nos affaires grâce à 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.