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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 Mailparser
Mailparser is a SaaS email workflow automation software for online small and medium businesses who want to grow their business through a solid, email marketing automation platform that allows you to convert more leads into clients with no efforts.
Benefits of using Mailparser
Mailparser provides a series of powerful and reliable tools for extracting data from emails and incoming attachments (for example: leads, order confirmations, shipping notifications, system updates, etc.) and automatically transfer the analyzed data to Excel, Google Sheets, CRM and 100 of other third-party APIs.
Why should I use Mailparser
These solutions allow you to save many hours every day, avoiding any manual entry and review of data and keeping data integrity intact (for example, no human input errors will be committed). In a nutshell, with Mailparser.io you can say goodbye to the days of manually entering data from email into your favorite CRM, spreadsheet or third-party API.
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leads with Wealthbox
leads with Wealthbox
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