What is Wealthbox?
Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features.
Which is better redtail or Wealthbox?
Wealthbox keeps advisors connected with clients, prospects, and staff - with ease. "Wealthbox CRM proved a better fit for his firm (Retirement Wealth Advisors) than either Redtail or Salesforce." "Wealthbox reminds me of when I got my first iPhone. It's an incredibly simple yet powerful platform for my firm."
Does Wealthbox integrate with Calendly?
Calendly + Wealthbox CRM Integrations
Zapier lets you send info between Calendly and Wealthbox CRM automatically—no code required.
What is box com used for?
Box.com is a cloud-based content management system with collaboration, security, analytics and other features related to files and information. There is a core Box service, then add-ons for different industries and situations. Box is used to manage, share, and collaborate on digital files.