WealthboxStarburst Labs
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Related Products
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About
File your BOI Report quickly and easily with our state-of-the-art software. Designed by licensed attorneys and CPAs, FileForms provides security you can rely on, unmatched support, and solutions tailored to your needs.
Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US states, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses interested in a software solution for easily filing BOI reports
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Audience
Financial advisors that need a CRM solution to improve and manage all their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$199 per year per entity
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFileForms
Founded: 2023
fileforms.com
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Company InformationStarburst Labs
United States
www.wealthbox.com
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Categories |
Categories |
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Integrations
Asset-Map
Axis LMS
FP Alpha
Hubly
Intulse
KonnectzIT
Moneytree
Motileo
MyRepChat
Nango
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Integrations
Asset-Map
Axis LMS
FP Alpha
Hubly
Intulse
KonnectzIT
Moneytree
Motileo
MyRepChat
Nango
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