Wealthbox

Wealthbox

Starburst Labs
+
+

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About

Melp offers rich, easy-to-use features that are essential for teamwork. You and your group can take advantage of chat, topic-based discussions, screen and application sharing, audio-video conferencing and meeting scheduling from one app. Your coworkers, team, and network stay connected and stay productive while you enjoy the fruits of their work at low cost. Melp supports you and your team to Create, Communicate, and Collaborate from anywhere and from any device. Data is what empowers you, and your sensitive data is what differentiates you. With Melp, you can work worry-free, from anywhere anytime. Melp is a secure collaboration platform. We have prioritized your security and guarantee your confidential data is protected at all times. Phone calls and conference calls are made easy. Use Melp to make calls and instantly connect with your coworkers and business network, remotely.

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

Companies and teams searching for a solution to create, communicate, and collaborate

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

No information available.
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

MelpApp
Founded: 2015
United States
www.melpapp.com

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Alternatives

JioMeet

JioMeet

Reliance Jio Platforms
Wealthbox

Wealthbox

Starburst Labs
BITA Risk

BITA Risk

corfinancial
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd

Categories

Categories

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Integrations

Asset-Map
Chief
Desktop.com
Easyflow
Integrately
Intulse
KonnectzIT
Levitate
Moneytree
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
Simplii
Smith.ai
Wealth.com
Zapier
Zocks

Integrations

Asset-Map
Chief
Desktop.com
Easyflow
Integrately
Intulse
KonnectzIT
Levitate
Moneytree
Motileo
MyRepChat
Nango
Nitrogen
Quickwork
Raklet
Simplii
Smith.ai
Wealth.com
Zapier
Zocks
Claim MelpApp and update features and information
Claim MelpApp and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information