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Generate more leads with the AeroLeads + Wealthbox integration
AeroLeads / Wealthbox
Integrations

Generate more leads with the AeroLeads + Wealthbox integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting AeroLeads and Wealthbox

Quick summary of AeroLeads

AeroLeads is considered one of the most solid and powerful tools for generating leads and prospecting on the market today.

This intuitive business platform is the only web-based lead generation and prospecting software with a clean interface and easy-to-use features. AeroLeads constantly updates its information database and regularly distributes new tools.

Getting the contacts you want is quick and easy, all you need to do is perform a search like you would on a search engine, choose the source and get the data you need based on the source you've selected. The whole process is quick and easy, allowing you to generate prospect, streamline your sales and marketing processes and grow your business.

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 AeroLeads and Wealthbox

Create new Wealthbox contacts in tags with AeroLeads

Create new Wealthbox contacts in reports with AeroLeads

Create new Wealthbox contacts in lead sources with AeroLeads

Update Wealthbox contacts in tags with AeroLeads

Update Wealthbox contacts in reports with AeroLeads

Update Wealthbox contacts in lead sources with AeroLeads


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