Streamline your data management process with the Wealthbox + Microsoft Dynamics On Premises 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.

Microsoft Dynamics on Premises is a CRM platform that allows you to improve customer relationships, enhance the work and collaboration of people within the company. Referred to Local Business Data by Microsoft, on-premise is the “traditional” way to deploy software. This option allows users to host their Dynamics 365 software either on their servers, or those of an IT partner.

Thanks to the appropriate tools to improve productivity and amplify the relational capacity, with Microsoft on Premises you will have strategic assets at your disposal.

Moreover, having Microsoft Dynamics on Premises available, it is possible to reinvent and revive the Marketing, Sales and Services activities as the organization are improved and, thanks to the return data, space is offered to new ideas in communication with customers already purchases and potentials.