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

Streamline your data management process with the TravelCompute + Wealthbox integration

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Does TravelCompute integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting TravelCompute and Wealthbox

Quick summary of TravelCompute

TravelCompute is a one-stop travel technology platform that enables the ability to book a range of travel products via an intuitive and integrated interface such as Flights, Hotels, Transfers, Car Hire, Tours, Trains, Buses, Cruise & more.

The platform is built and optimized for processing swift integrations with the supplier systems, including GDS, airlines and B2B wholesale suppliers for travel products. This means that you can fulfill the needs of your B2C and any other distribution's channels with a powerful platform which is packed with extensive content in no time with the competitive edge. The one-stop solution for travel and tour agents caters for all sales and distribution channels, including B2B, B2C, B2B2C and B2E.

TravelCompute enables DMCs to optimize and enhance their distribution channels while expanding their product portfolio and reach and enables airlines to maximize their distribution channels and offer customized platforms to travel agents, corporates and governments. TravelCompute offers completely customized solutions to cater for the needs of NTOs and enable them to achieve more.

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 TravelCompute and Wealthbox

Create new Wealthbox contacts in tags with TravelCompute

Create new Wealthbox contacts in reports with TravelCompute

Create new Wealthbox contacts in lead sources with TravelCompute

Update Wealthbox contacts in tags with TravelCompute

Update Wealthbox contacts in reports with TravelCompute

Update Wealthbox contacts in lead sources with TravelCompute


Other popular Wealthbox integrations offered by LeadsBridge

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