WealthBox is built for modern financial advisor CRM users. WB integrates well with other components of my tech stack and is so easy to manage. I particularly like the FMG integration that prevents the need to enter contacts for automated marketing features. MyRepChat also works great with WB as doe Nitrogen/Riskalyze. The email tracking feature is awesome! If you have ever wished you knew when a client opened an email, you can! The cost is palatable and worth every penny. I would recommend WB to any advisor who is ready to be more efficient and complete tasks more efficiently.

Expérience d'intégration facile et flexibilité d'intégration via API

Facilité d'utilisation et étendue des capacités, à la fois sur ordinateur portable et mobile.