Wealthbox

Wealthbox

Starburst Labs
+
+

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About

AddressTwo provides a simple yet intuitive Customer Relationship Management (CRM) program designed specifically for small businesses. The platform offers a Contact Management tool that can be accessed remotely with smartphones and can track history of every call. AddressTwo cloud-based software also offers an e-mail management system, which can create automated e-mail campaigns to create more sales opportunities.

About

We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small Businesses engaged in outbound relational selling.

Audience

Financial advisors that need a CRM solution to improve and manage all their operations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$34.95/month
Starting price $34.95/month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

AddressTwo
Founded: 2008
United States
www.addresstwo.com

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Daylite for Mac

Daylite for Mac

Marketcircle

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ProCTI

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BITA Risk

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BrandMail

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FinBursa 360

FinBursa 360

FinBursa Technologies Ltd

Categories

CRM Supported

Categories

Family Office Supported
Financial CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Integrations

Axis LMS Not Supported
Chat Agents Not Supported
CircleBlack Not Supported
Easyflow Not Supported
ElectroNeek Not Supported
Hubly Not Supported
Intulse Not Supported
KonnectzIT Not Supported
Levitate Not Supported
Mimasa AI Not Supported
MoneyGuide Not Supported
Moneytree Not Supported
Motileo Not Supported
Nango Not Supported
Quickwork Not Supported
Riskalyze Not Supported
Shift Not Supported
Simplii Not Supported
Wealth.com Not Supported
Zocks Not Supported

Integrations

Axis LMS Supported
Chat Agents Supported
CircleBlack Supported
Easyflow Supported
ElectroNeek Supported
Hubly Supported
Intulse Supported
KonnectzIT Supported
Levitate Supported
Mimasa AI Supported
MoneyGuide Supported
Moneytree Supported
Motileo Supported
Nango Supported
Quickwork Supported
Riskalyze Supported
Shift Supported
Simplii Supported
Wealth.com Supported
Zocks Supported
Claim AddressTwo and update features and information
Claim AddressTwo and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information