Task management is the most helpful and handy as well as administration needs are just one click away. Overall the Wealthbox is very helpful in day to day corporate life to solve the main issues in the industry.

Wealthbox est la plateforme CRM parfaite pour le conseiller financier indépendant. Je l'ai aidé à le configurer pour son entreprise et c'est intuitif, facile à utiliser et l'essai gratuit est excellent. Beaucoup de ressources pour vous aider à démarrer. J'ai hâte d'avoir plus d'intégrations comme Mailchimp pour automatiser un peu plus facilement mes campagnes marketing.

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 great job of incorporating this into the software.