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Generate more leads with the Wealthbox + BDB Tech Center integration
Wealthbox / BDB Tech Center
Integrations

Generate more leads with the Wealthbox + BDB Tech Center integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and BDB Tech Center

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.

Quick summary of BDB Tech Center

BDB Tech Center is a CRM specifically designed for traders’ needs who operate in the Binary Options brokerage.

With BDB Tech Center you can manage all your leads and improve your business.

BDB Tech Center is an easy-to-use CRM platform exclusively thought for traders.


What you can do with Wealthbox and BDB Tech Center

Create new BDB Tech Center leads with Wealthbox

Update BDB Tech Center leads with Wealthbox


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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Other popular BDB Tech Center integrations offered by LeadsBridge

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