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Description
We advocate for the importance of engagement through simplification, aiming to break down concepts into their most digestible forms. Our approach prioritizes clarity, granularity, and ease, which we believe are essential for generating value. Our mission is to foster sustainable and enduring value creation for fee-only advisors, enabling them to develop new revenue streams for their clients. By offering this additional service, financial advisors can enhance their value proposition, allowing clients to benefit from the comprehensive implementation of their financial plans. We strongly believe in creating Win-Win scenarios that benefit both planners and their clients alike. Furthermore, we emphasize the significance of checklists and their transformative power, encouraging actionable steps that can enhance the lives of both advisors and their clients. Ultimately, our goal is to increase the visibility and dynamism of financial advisors, helping them to effectively remind and motivate clients with essential financial planning recommendations. In doing so, we ensure that both advisors and their clients can thrive through improved communication and actionable insights.
Description
We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.
API Access
Has API
No
API Access
Has API
No
Integrations
Ariath
No
Axis LMS
No
Chat Agents
No
Chief
No
Desktop.com
No
ElectroNeek
No
FP Alpha
No
Hubly
No
Integrately
No
KonnectzIT
No
Integrations
Ariath
Yes
Axis LMS
Yes
Chat Agents
Yes
Chief
Yes
Desktop.com
Yes
ElectroNeek
Yes
FP Alpha
Yes
Hubly
Yes
Integrately
Yes
KonnectzIT
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MyPlanMap
Founded
2014
Country
Canada
Website
www.MyPlanMap.com
Vendor Details
Company Name
Starburst Labs
Country
United States
Website
www.wealthbox.com
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
