Wealthbox® is a web-and-mobile CRM application for financial professionals.
- Effortless – Wealthbox is easy to use. Signup-and-go-simplicity. No training required.
- Collaborative – Wealthbox allows you to share CRM activity with your staff to stay in the loop and get work done.
- Social – Monitor coworker activity internally and client updates externally on social networks like Twitter.
- Modern – Clean design. Intuitive workflows. Slick interaction. Social architecture.
- Affordable – Just $35 per month, per user. No minimum users. Pay as you go. Cancel anytime.
Wealthbox integrates with the Orion platform by bringing in account-level data as well as providing SSO launch points back into Orion.
To see a demonstration of the integration between Orion and Wealthbox, check out the webinar.
Integration Points:
- Account level data connection including account details, balances, and holdings.
- Wealthbox has the ability to single sign-on back to Orion.
