Streamline your data management process with the Wealthbox + MailUp integration

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.

MailUp is a contact’s management platforms that allows you to create and send newsletter, email e SMS to your leads and clients. Expand your reach. MailUp it’s not just an email marketing solution, yet it really helps you take the most out of your marketing campaigns. In fact, MailUp is a multichannel marketing platform, which enables you to follow up your contacts using Email, SMS and social media.

MailUp boosts the engagement with your leads,: thanks to the BEE editor, your campaigns are fully responsive and adapt to every device. Marketing automation Marketing automation is one of the most important tools that you can use, in order to address your audience with the most relevant content and increase conversions.

MailUp enables you to build automated workflows. Based on how they behave, Mailup creates segments of your list and customizes the journey for each client. Advanced stats MailUp allows you to track your results and increase your performances. Discover the most engaging campaigns and analyze clicks and opens. Run A/B tests in order to find out what works for your business, and what doesn’t - without guessing.