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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 MessageMedia
MessageMedia is an SMS marketing software serving clients of all sizes. It enables users to deliver SMS text messages over the internet. MessageMedia offers other features like appointment reminders, billing, payments, two-factor authentication, debt collection, and field services management.
Benefits of using MessageMedia
MessageMedia allows users to send text messages, reply and forward those messages straight from their browsers. Moreover, users can select from a variety of templates, or customize their messages and broadcast them into contacts in their address books. MessageMedia offers a feature of reporting and analytics dashboard. In this way, users can provide performance reports for sent messages and visualize their results in a bar, in-line, or pie charts.
Why should I use MessageMedia
Thanks to the integration between MessageMedia and Outlook, users can send SMS text messages from Microsoft Outlook or any email service and receive replies in their inboxes. With MessageMedia, it's also possible to convert the text into a voice. Thanks to Text to Voice generator, users can convert text messages into voice and get voice messages also delivered to the landline phones.
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