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

Streamline your data management process with the TicketBase + Wealthbox integration

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Does TicketBase integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting TicketBase and Wealthbox

Quick summary of TicketBase

TicketBase is an event management platform designed for entrepreneurs and businesses that want to create and promote successful events. Thanks to its easy and simple page builder, through TicketBase you create beautiful presentations for your events that allow people to buy the tickets directly online. You can start from a blank page or a pre-made template, which can be customized in every part with your company’s logo, brand’s colors, and much more.

TicketBase helps you stay focused on the management of your events and forget about teachy stuff, by processing the sales and by managing the transactions automatically, while the mobile app process check-ins at your venue. TicketBase is also a customer management solution, which enables your customers to give you feedback quickly and keeping the conversations sorted neatly in Ticketbase. When setting up your payment options, with TicketBase you can easily create a survey or questionnaire in order to get important info about your attendees.

TicketBase allows you to give special discounts and access codes to your attendees. Thanks to the multi-user options, you can give access to your partners and employees to the management tools, and define the level of the access of each member.

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 TicketBase and Wealthbox

Create new Wealthbox contacts in tags with TicketBase

Create new Wealthbox contacts in reports with TicketBase

Create new Wealthbox contacts in lead sources with TicketBase

Update Wealthbox contacts in tags with TicketBase

Update Wealthbox contacts in reports with TicketBase

Update Wealthbox contacts in lead sources with TicketBase


Other popular Wealthbox integrations offered by LeadsBridge

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