Streamline your data management process with the Workplace by Facebook + Wealthbox integration

Workplace by Facebook is a platform for team collaboration that takes the most essential components of the social network, including user profiles, personalized news feeds, groups, searches, events, chats & calls, and packages them as a new cloud-based business software product, optimized and protected for internal business and B2B communications.

Workplace by Facebook offers a secure space for each organization.

It allows team members to communicate within groups, using their personal profile to share info and events. By doing so, businesses can rely on professional communications with less distraction at work.

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.