Streamline your data management process with the Database + Wealthbox integration

A database is an organized collection of structured information or data, generally stored electronically in a computer system.

An essential benefit of using databases is the security of having control from a database management system (DBMS). Together, the data and the DBMS and the applications associated with them are referred to as database systems, often abbreviated to databases only.

The data within the most common types of databases in operation today is typically modeled in rows and columns in a series of tables to make data processing and querying efficient. The data can, therefore, be easily accessed, managed, modified, updated, checked, and organized. Most databases use structured query language (SQL) to write and query data, which is undoubtedly an excellent reason to use this technology.

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.