Coming soon to eMoney, the Wealthbox CRM integration will feature single sign-on capabilities and the ability to sync contacts two-ways between applications ensuring the consistency and accuracy of your clients’ information.
Single sign-on into Wealthbox CRM allows you to access a platform that is designed to enable modern and effortless, collaborations with your clients. The elegantly simple layout allows you to see your client’s full picture in one place. While social feeds keep you aware of what’s on your client’s minds and ready to reach out when they need you most.
Tasks, streams and workflows are designed to keep your team coordinated in real-time and targeted in their communication which allows you to get more done in less time.
And with a fully capable mobile app, you can look up contacts, update your notes, and schedule meetings on-the-go. Wealthbox is designed for the modern financial advisor.
Stay tuned for more information on the upcoming integration with Wealthbox CRM.