Streamline your data management process with the Aweber + Wealthbox integration

Aweber is one of the most used and well-known autoresponder tools. By automatically delivering emails to your leads and customers, Aweber allows business owners and marketers to effortlessly build relationships.

Moreover, with Aweber you can: Send broadcast newsletters, Create your webforms, Tag subscribers and Analyze your campaigns. Your broadcast newsletters can be used to notify the latest news from your brand. Moreover, you can send coupons and offers by email, in order to convert more leads into customers and make more sales. Aweber lets you design beautiful, high converting opt-in forms that will be displayed on your website, in order to let your website visitors subscribe to your lists. When someone subscribes to your list, Aweber allows you to assign a specific tag. By doing so, you’ll be able to personalize the email follow up.

How do you know when a campaign is profitable? Aweber allows you to track in real time your email marketing efforts. Thanks to its self-hosted tracking system, you can analyze open rates, click-through-rates and more advanced stats. Aweber is well-known for being a high-performing email marketing services, in terms of deliverability.

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.