Wealthbox CRM

Product Type:

CRM | Client Data Gathering Tool | Marketing Automation

Wealthbox is a modern, web-based CRM system for financial advisors.

Integration:

eMoney, TD Ameritrade Veo, Albridge, Orion, Blueleaf, MoneyGuidePro, Advizr, RightCapital, Riskalyze, Laser App, Quik Forms, PreciseFP, Twilio, Slack, Google, Gmail, Office 365, Constant Contact, Aweber, MailChimp, Dropbox, Box, Zapier.

Pricing:

$35 per month/user.

Free Trial available?

Yes.

Created by:

Starburst Labs

Company About Us:

We make web-and-mobile apps that are vertically aligned for financial advisors, individual investors, broker-dealers, and financial brands.

Contact:

Phone: 800-316-8967

E-mail: [email protected]