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Generate more leads with the WORKetc + Wealthbox integration
WORKetc / Wealthbox
Integrations

Streamline your data management process with the WORKetc + Wealthbox integration

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Does WORKetc integrate with Wealthbox? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting WORKetc and Wealthbox

Quick summary of WORKetc

WORKetc is a cloud-based CRM business management platform for small and medium enterprises.

WORKetc simplifies your work by automating many daily tasks and providing real-time information on monitoring your business.

Thanks to WORKetc you can say goodbye to wasting time trying to manage your business with more software and web tools, thanks to the WORKetc platforms your company will be immediately more efficient thanks to the combined Web CRM platform, projects and billing of WORKetc.

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 WORKetc and Wealthbox

Create new Wealthbox contacts in tags with WORKetc

Create new Wealthbox contacts in reports with WORKetc

Create new Wealthbox contacts in lead sources with WORKetc

Update Wealthbox contacts in tags with WORKetc

Update Wealthbox contacts in reports with WORKetc

Update Wealthbox contacts in lead sources with WORKetc


Other popular Wealthbox integrations offered by LeadsBridge

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