Wealthbox

Wealthbox

Starburst Labs
+
+

Related Products

  • ERA EHS Software
    47 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • HSI Donesafe
    172 Ratings
    Visit Website
  • Sage Intacct
    8,453 Ratings
    Visit Website
  • gtechna
    19 Ratings
    Visit Website
  • Filejet
    38 Ratings
    Visit Website
  • RXNT
    551 Ratings
    Visit Website
  • DataBuck
    6 Ratings
    Visit Website
  • Folks
    172 Ratings
    Visit Website
  • SMS Storetraffic
    124 Ratings
    Visit Website

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).

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses interested in a software solution for easily filing BOI reports

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$199 per year per entity
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FileForms
Founded: 2023
fileforms.com

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Alternatives

Cappitech

Cappitech

S&P Global Market Intelligence
BITA Risk

BITA Risk

corfinancial
ERA EHS Software

ERA EHS Software

ERA Software Solutions
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd

Categories

Categories

Integrations

Asset-Map
Axis LMS
FP Alpha
Hubly
Intulse
KonnectzIT
Moneytree
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
RightCapital
Riskalyze
Simplii
Smith.ai
Stackreaction
Strety
Wealth.com
Zocks

Integrations

Asset-Map
Axis LMS
FP Alpha
Hubly
Intulse
KonnectzIT
Moneytree
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
RightCapital
Riskalyze
Simplii
Smith.ai
Stackreaction
Strety
Wealth.com
Zocks
Claim FileForms and update features and information
Claim FileForms and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information