Wealthbox CRM
@Wealthbox
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Modern CRM for financial advisors. Get a free trial at https://t.co/F90PL1ebUC.
United States
Joined June 2013
📣 New in Wealthbox: Custom Field Types for Currency, Number, Percentage, and Hyperlinks! Learn more 👉
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📣 New Partnership! Yext now integrates with Wealthbox to power compliant client engagement for advisors. Learn more 👉
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⏳ Starting soon! Join Jump and Wealthbox for our webinar to learn how AI is transforming the advisor-client relationship at 2 PM ET. Sign up 👉
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Wealthbox announces an 85-user enterprise CRM agreement with Tucker Asset Management! Learn more 👉
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📣 New Partnership! TradePMR now integrates with Wealthbox to streamline advisor workflows. Learn more 👉
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Crypto meets CRM: Turnqey Labs, Inc. is now integrated with Wealthbox! Learn more 👉
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New in Wealthbox: Category-Based Custom Fields! Users can now tailor their task management experience by displaying only the most relevant custom fields for each task category. Learn more 👉
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📣 Big News: Wealthbox is expanding to Canada! 🇨🇦 .We’re excited to announce in-country AWS hosting—ensuring compliance, security, and top-tier performance for Canadian financial advisors. This expansion means Canadian advisory firms can now experience the modern, intuitive CRM
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📣 New Partnership! Learn about the integration between + Wealthbox that automates sales and marketing for advisors. Learn more 👉
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🚀 With 110 users on Wealthbox, @CsengeAdvisory is scaling with our enterprise CRM software. Watch a video on how Wealthbox powers their growth 👉
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The countdown is on—Wealthbox is headed to Miami for Future Proof Citywide! 🌴 We’re excited to team up with our friends at @VRGL to host a special after-party following the Welcome Party on 3/16 from 8-10 PM at the Esme Hotel. We can't wait to see you there!
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⏳ Starting soon! Join us for a webinar on the best practices for client onboarding with @FpPathfinder. It's not too late to sign up 👉
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📣 Wealthbox announces a multi-user, firmwide CRM agreement with Red Oak Financial Group! Learn more 👉
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⏳ Starting soon! Join VRGL and Wealthbox for our webinar on accelerating client acquisition at 2 PM ET. It's not too late to sign up 👉
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⏳ Starting soon! Join Bento Engine + Zeplyn + Wealthbox for a webinar on automating advice during life events at 2pm ET. It's not too late to sign up 👉
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⏳ Starting soon! Join our webinar with @SnappyKraken at 2 PM ET. It's not too late to sign up 👉
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New in Wealthbox: Subtasks for Workflows! Users can now create subtasks within workflows to organize and track work more efficiently. Learn more 👉
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👀 Webinar today! Join Quik + Wealthbox to learn more about elevating customer experience. Sign up 👉
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📣 New Partnership! Learn about the new Focal | Secure Advisor AI + Wealthbox integration that enhances AI-powered meeting management. Learn more 👉
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