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What is 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.
Benefits of using Wealthbox
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.
Why should I use Wealthbox
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 is Facebook Conversions API
Facebook Conversions API is a Facebook business tool that allows users to share key Web and offline events or customer actions, directly from its servers to those of Facebook.
Benefits of using Facebook Conversions API
Facebook Conversions API works with Facebook Pixel to improve the performance and measurement of Facebook advertising campaigns.
Why should I use Facebook Conversions API
Facebook Conversions API allows users to send web events from their servers directly into Facebook. Moreover, Server Side events are linked to a pixel and are processed as browser pixel events. This means that server-side events are used in the measurement, reporting, and optimization in the same way as browser pixel events.
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