Sticky Advisor

Sticky Advisor

stickypages
Wealthbox

Wealthbox

Starburst Labs
+
+

Related Products

  • DataImpulse
    31 Ratings
    Visit Website
  • CrankWheel
    220 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website
  • CharityTracker
    1,427 Ratings
    Visit Website
  • Numa
    14 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website

About

Your CRM is an integral part of your business. Sticky Advisor makes it easy to see the whole picture with your clients. Our cloud-based software helps you maintain up-to-date records, track client communications, manage your calendar, create forms and surveys, organize client documents, set up automated messages, and much more. We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today!

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

Financial CRM solution for financial institutions

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

stickypages
Founded: 2008
Canada
stickyadvisor.com

Company Information

Starburst Labs
United States
www.wealthbox.com

Alternatives

Alternatives

BITA Risk

BITA Risk

corfinancial
Notezilla

Notezilla

Conceptworld Corporation
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Chat Agents
Chief
CloudQix
Easyflow
Google Calendar
Google Contacts
Hubly
Intulse
KonnectzIT
MoneyGuide
Nango
Nitrogen
Raklet
RightCapital
Riskalyze
Shift
Simplii
Wealth.com
Zapier
Zocks

Integrations

Chat Agents
Chief
CloudQix
Easyflow
Google Calendar
Google Contacts
Hubly
Intulse
KonnectzIT
MoneyGuide
Nango
Nitrogen
Raklet
RightCapital
Riskalyze
Shift
Simplii
Wealth.com
Zapier
Zocks
Claim Sticky Advisor and update features and information
Claim Sticky Advisor and update features and information
Claim Wealthbox and update features and information
Claim Wealthbox and update features and information