Wealthbox

Wealthbox

Starburst Labs
+
+

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About

DployAI is a specialized AI deployment and integration provider focused on empowering family offices through tailored AI solutions and digital transformation. It offers AI deployment and integration services to automate financial operations, streamline repetitive tasks, and enhance decision‑making with custom algorithms for portfolio management, trend analysis, and risk assessment. Clients benefit from custom AI model development, hands‑on consulting, and ongoing training to optimize system adoption and maintain performance. With claims of boosting operations by 40 %, enabling 99+ system integrations, and saving finance teams an estimated 20 % of weekly hours, DployAI emphasizes efficiency improvements and comprehensive AI-powered financial insight.

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

Multi-family offices looking for a solution to automate financial workflows, improve investment analysis, and elevate operational efficiency through tailored model deployment and expert guidance

Audience

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

Support

Phone Support Supported
24/7 Live Support 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

No information available.
Free Version Not Supported
Free Trial Not 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 Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

DployAI
United States
www.dployai.com

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Alternatives

SS&C Family Office Services

SS&C Family Office Services

SS&C Technologies
Prospero Suite

Prospero Suite

FINARTIS
BITA Risk

BITA Risk

corfinancial
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Family Office Supported

Categories

Family Office Supported
Financial CRM Supported

Integrations

Ariath Not Supported
Asset-Map Not Supported
Axis LMS Not Supported
Bancroft Not Supported
CircleBlack Not Supported
Desktop.com Not Supported
ElectroNeek Not Supported
GeoMaps Not Supported
Hubly Not Supported
Integrately Not Supported
Intulse Not Supported
Levitate Not Supported
Mimasa AI Not Supported
MoneyGuide Not Supported
Motileo Not Supported
Nango Not Supported
Riskalyze Not Supported
Smith.ai Not Supported
Zapier Not Supported
Zocks Not Supported

Integrations

Ariath Supported
Asset-Map Supported
Axis LMS Supported
Bancroft Supported
CircleBlack Supported
Desktop.com Supported
ElectroNeek Supported
GeoMaps Supported
Hubly Supported
Integrately Supported
Intulse Supported
Levitate Supported
Mimasa AI Supported
MoneyGuide Supported
Motileo Supported
Nango Supported
Riskalyze Supported
Smith.ai Supported
Zapier Supported
Zocks Supported
Claim DployAI and update features and information
Claim DployAI and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information