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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 HTTP Request (GET/POST)
HTTP is a protocol that works with a client / server architecture. The client makes a request, and the server returns the response. In common use, the client corresponds to the browser and server the machine on which the website resides. There are therefore, two types of HTTP messages: request messages and reply messages.
Benefits of using HTTP Request (GET/POST)
HTTP differs from other layers seven protocol such as FTP, because connections are generally closed once a particular request (or a series of related requests) has been met.
Why should I use HTTP Request (GET/POST)
This behavior makes the HTTP protocol ideal for the World Wide Web, where the pages very often contain links to pages hosted by other servers thus decreasing the number of active connections limiting them to those actually needed with an increase in efficiency (lower load and occupancy) both on the client and on the server. However, sometimes it poses problems for web content developers, because the stateless nature of the browsing session forces to use alternative methods (typically based on cookies) to preserve the user's status.
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