Streamline your data management process with the ChargeBee + Wealthbox integration

ChargeBee is a recurring billing platform designed for business owners, Saas and marketers who need to manage recurring payments, subscriptions and membership fees.

ChargeBee eliminates the pain of setting up recurring billings by automating the payment processes and renewals. ChargeBee helps you running A/B tests with prices, generating the invoices and upsetting your clients.

Thanks to ChargeBee, you can focus on what really matters on your business and let the system manage the rest. You can integrate ChargeBee with the most used payment tools, such as stripe, PayPal, Amazon Payments, just to name a few.

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.