Streamline your data management process with the WishPond + Wealthbox integration

WishPond is a cloud-based CRM solution suitable for companies of all sizes and designed for all industries. Key features of WishPond include landing pages, website pop-ups, forms, contests and promotions, marketing automation, email marketing, lead management, and score and lead profiles.

With WishPond landing pages, users can create, publish and test their pages. They can also design website popups to help convert visitors into leads.

WishPond allows users to run Facebook sweepstakes, photo contests, Instagram hashtag contests, and more. Users can create personalized emails that the system will automatically send to leads based on their activities and details.

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.