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Generate more leads with the Wix eCommerce + Wealthbox integration
Wix eCommerce / Wealthbox
Integrations

Streamline your data management process with the Wix eCommerce + Wealthbox integration

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Does Wix eCommerce integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Wix eCommerce and Wealthbox

Quick summary of Wix eCommerce

Wix eCommerce is a hosting and website creation platform suitable for small and medium businesses that offer many features to create an elegant online store.

This tool offers users a free and reliable hosting service to avoid all worries related to server maintenance. Furthermore, since Wix eCommerce is intuitive and easy to understand, no technical skills are required to make the best use of it. In fact, with the tools made available by the platform, companies will be able to create optimized sites designed to manage eCommerce.

Wix eCommerce provides a valuable tool for customizing your e-commerce. The Wix Editor, a drag-and-drop tool that allows users to select and customize various elements of the template chosen for the site. Wix eCommerce also provides backup models and images to choose from to simplify the process.

Quick summary of 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.

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.


What you can do with Wix eCommerce and Wealthbox

Create new Wealthbox contacts in tags with Wix eCommerce

Create new Wealthbox contacts in reports with Wix eCommerce

Create new Wealthbox contacts in lead sources with Wix eCommerce

Update Wealthbox contacts in tags with Wix eCommerce

Update Wealthbox contacts in reports with Wix eCommerce

Update Wealthbox contacts in lead sources with Wix eCommerce


Other popular Wealthbox integrations offered by LeadsBridge

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