Streamline your data management process with the Wealthbox + Microsoft SQL Server 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 SQL Server is a relational database management system, or RDBMS, that supports the impact of transaction operations, business intelligence and analytics in corporate IT environments. It is one of the three market-leading database technologies, along with Oracle Database and IBM DB2. Like another RDBMS software, Microsoft SQL Server is based on SQL, a database standardized programming database and querying the data they contain. SQL Server is linked to a Transact-SQL (T-SQL), a Microsoft SQL implementation that adds a series of programming extensions that are proprietary to the standard language.

Security & Compliance: Protect data at rest and in motion with a database that has the least vulnerabilities of any major platform for six years running in the NIST vulnerabilities database. Security innovations in SQL Server 2017 help secure data for mission-critical workloads with a layers of protection security approach, adding Always Encrypted technology along with row-level security, dynamic data masking, transparent data encryption (TDE), and robust auditing.

The business intelligence helps you scale your business intelligence models, enrich your data, and ensure quality and accuracy with a complete BI solution. SQL Server Analysis Services help you build comprehensive, enterprise-scale analytic solutions benefiting from the lightning-fast performance of in-memory built into the tabular model. You can build intelligent applications with SQL Server Machine Learning Services using R and Python. Move beyond reactive and into predictive and prescriptive analytics by performing advanced analytics directly within the database. By using multi-threading and massively parallel processing, you’ll gain insights faster than using open source R and Python alone.