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Generate more leads with the Action Network + Wealthbox integration
Action Network / Wealthbox
Integrations

Streamline your data management process with the Action Network + Wealthbox integration

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Does Action Network integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Action Network and Wealthbox

Quick summary of Action Network

Action Network is an open platform that empowers individuals and groups to organize for progressive causes. Thanks to Action Network, you can promote events and progressive causes.

Action Network allows you to rise money for your for your campaigns, collect RSVPs for events, sell tickets, and much more. Through the platform, it is also possible to ask others to host their own events as part of an event campaign anywhere in the world.

In fact, Action Network help you spread your message through different countries, in multiple languages. Its sibling nonprofit, the Action Network Fund, uses new technology and a networked approach to build powerful campaigns to create shared prosperity and a more just society.

Quick summary of Wealthbox

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.


What you can do with Action Network and Wealthbox

Create new Wealthbox contacts in tags with Action Network

Create new Wealthbox contacts in reports with Action Network

Create new Wealthbox contacts in lead sources with Action Network

Update Wealthbox contacts in tags with Action Network

Update Wealthbox contacts in reports with Action Network

Update Wealthbox contacts in lead sources with Action Network


Other popular Wealthbox integrations offered by LeadsBridge

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