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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 MailWizz
MailWizz EMA is an email marketing application that allows you to manage the email marketing of your websites. The main idea behind MailWizz creators is that everyone should be able to grow their business through an accessible email marketing tool, which shouldn’t be difficult to learn.
Benefits of using MailWizz
Thanks to an impressive features set, Mailwizz EMA makes it easier to create better email marketing campaigns, improve conversions, retention and sales. How does MailWizz work? MailWizz enables you to be in full control of the email marketing campaigns of all your websites, analyzing data, by using just one platforms that manages everything. Thanks to this tool, you don’t need to pay other services for handling the emails for you.
Why should I use MailWizz
MailWizz is an hosting based application and you can monetize it. In fact, this is a Software As A Service product that helps you grow your sales. For example, you can charge your customers, create customized price plans and manage your orders and sales.
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