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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 MailJet
MailJet is a powerful email marketing solution perfect for businesses of any size. MailJet enables you to take full control of your email strategy, managing your contacts list with the aim of improving engagement with your leads and increasing conversions.
Benefits of using MailJet
If you are just starting up, you can use MailJet for managing your contacts list and pay as you grow. The most of email marketing solutions out there let you pay for your contacts. MailJet is different. With a volume-based pricing, it adapts to many business’ sizes. Drag and drop email builder You don’t need to hire a dev or be a “tech guru” to send beautifully designed email to your list. With the drag and drop email builder, you can create engaging newsletters in just a few minutes, effortlessly. Real-Time Monitoring Mailjet Real-Time Monitoring is an exclusive feature that alerts you with delivery issues.
Why should I use MailJet
Thanks to such innovative tool, you can easily investigate the possible root-cause of your delivery issue and find out a solution. Moreover, you can choose your preferred notification channel, the one that will get the most attention (email, slack, and much more).
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