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Generate more leads with the Wealthbox + MailPlatform integration
Wealthbox / MailPlatform
Integrations

Streamline your data management process with the Wealthbox + MailPlatform integration

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Does Wealthbox integrate with MailPlatform? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Wealthbox and MailPlatform

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 MailPlatform

MailPlatform is one of Denmark's largest email marketing companies. MailPlatform is a Danish company that has achieved good economic results.

The MailPlatform software is designed for small and medium-sized businesses and also for recognized non-profit organizations.

MailPlatform is the only certified Danish e-mail marketing provider. All emails sent with MailPlatform receive special treatment to ensure that they arrive correctly in the users' inbox.


What you can do with Wealthbox and MailPlatform

Create new MailPlatform leads with Wealthbox

Update MailPlatform leads with Wealthbox


Other popular MailPlatform integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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