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

Streamline your data management process with the Tito + Wealthbox integration

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

Quick summary of Tito

Tito is an event planning software that deals with online ticket sales. With Tito you can create flexible multi-use discount codes for promotional pricing, flash sales or create single use codes to hook up your friends with special rates.

Thanks to a design-led, self-funded company, Tito aims to provide a stress-free registration experience for organisers and attendees. With this tool you can collect the email’s customers and create interest about your event before tickets go on sale. Once done that you can sale all tickets and start to manage orders, waiting lists, discount codes and more. After that you just have to Check in your attendees as they arrive with Tito’s apps for web, iOS & Android.

By connecting your own Stripe or PayPal account to Tito you can receive your money directly into your bank account: within 7 days for Stripe. Tito will never see your money. If you’re using Stripe as your payment gateway in one of Apple’s supported countries, your customers can pay instantly with Apple Pay. They don't need to fill in their card details so you can reduce incomplete payments and increase your ticket sales.

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 Tito and Wealthbox

Create new Wealthbox contacts in tags with Tito

Create new Wealthbox contacts in reports with Tito

Create new Wealthbox contacts in lead sources with Tito

Update Wealthbox contacts in tags with Tito

Update Wealthbox contacts in reports with Tito

Update Wealthbox contacts in lead sources with Tito


Other popular Wealthbox integrations offered by LeadsBridge

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