Wealthbox Description
We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.
Wealthbox Alternatives
Mortgage Quest
Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options.
There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.
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ProTracker Advantage
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals.
ProTracker Advantage Desktop: Why?
Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident
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Less Annoying CRM
The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.
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Dremio
Dremio provides lightning-fast queries as well as a self-service semantic layer directly to your data lake storage. No data moving to proprietary data warehouses, and no cubes, aggregation tables, or extracts. Data architects have flexibility and control, while data consumers have self-service. Apache Arrow and Dremio technologies such as Data Reflections, Columnar Cloud Cache(C3), and Predictive Pipelining combine to make it easy to query your data lake storage. An abstraction layer allows IT to apply security and business meaning while allowing analysts and data scientists access data to explore it and create new virtual datasets. Dremio's semantic layers is an integrated searchable catalog that indexes all your metadata so business users can make sense of your data. The semantic layer is made up of virtual datasets and spaces, which are all searchable and indexed.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Starburst Labs
Headquarters:
United States
Website:
www.wealthbox.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
In Person
Customer Support
Phone Support
Online
Wealthbox Features and Options
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