Wealthbox CRM @Wealthbox
Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC. wealthbox.com United States Joined June 2013-
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📣 Wealthbox announces an enterprise CRM agreement with GCG Advisory Partners! Learn more 👉 tinyurl.com/msx4peka
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📢 Wealthbox announces an enterprise CRM agreement with WNY Asset Management! Learn more 👉 tinyurl.com/29v282ad
📣 Introducing the Wealthbox AI Notetaker! Advisors can transcribe meetings, summarize key points, and follow up all within Wealthbox. Learn more 👉 tinyurl.com/26kxmmyr
📣 New in Wealthbox: Custom Field Types for Currency, Number, Percentage, and Hyperlinks! Learn more 👉 tinyurl.com/28jpv2fp
📣 New Partnership! Yext now integrates with Wealthbox to power compliant client engagement for advisors. Learn more 👉 tinyurl.com/ucmh7fp4
⏳ Starting soon! Join Jump and Wealthbox for our webinar to learn how AI is transforming the advisor-client relationship at 2 PM ET. Sign up 👉 tinyurl.com/3xbddkt2
Wealthbox announces an 85-user enterprise CRM agreement with Tucker Asset Management! Learn more 👉 tinyurl.com/2fzkwddy
📣 New Partnership! TradePMR now integrates with Wealthbox to streamline advisor workflows. Learn more 👉 tinyurl.com/ypazv9rn
Crypto meets CRM: Turnqey Labs, Inc. is now integrated with Wealthbox! Learn more 👉 tinyurl.com/4ydtzcf2
New in Wealthbox: Category-Based Custom Fields! Users can now tailor their task management experience by displaying only the most relevant custom fields for each task category. Learn more 👉 tinyurl.com/crzmrxpn
📣 Big News: Wealthbox is expanding to Canada! 🇨🇦 We’re excited to announce in-country AWS hosting—ensuring compliance, security, and top-tier performance for Canadian financial advisors. This expansion means Canadian advisory firms can now experience the modern, intuitive CRM…
📣 New Partnership! Learn about the integration between LeadCenter.AI + Wealthbox that automates sales and marketing for advisors. Learn more 👉 tinyurl.com/jt4397xd
🚀 With 110 users on Wealthbox, @CsengeAdvisory is scaling with our enterprise CRM software. Watch a video on how Wealthbox powers their growth 👉tinyurl.com/tfwt9s4h
The countdown is on—Wealthbox is headed to Miami for Future Proof Citywide! 🌴 We’re excited to team up with our friends at @Vrgl to host a special after-party following the Welcome Party on 3/16 from 8-10 PM at the Esme Hotel. We can't wait to see you there!
⏳ Starting soon! Join us for a webinar on the best practices for client onboarding with @FpPathfinder. It's not too late to sign up 👉 tinyurl.com/3a7ys86u
📣 Wealthbox announces a multi-user, firmwide CRM agreement with Red Oak Financial Group! Learn more 👉 tinyurl.com/bmmxeemh
⏳ Starting soon! Join VRGL and Wealthbox for our webinar on accelerating client acquisition at 2 PM ET. It's not too late to sign up 👉 tinyurl.com/nh52wt7k
📣 Wealthbox Introduces Two-Way Sync Integration with @LPL ClientWorks! Learn more 👉 tinyurl.com/2adeep5c
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