Wealthbox CRM for Financial Advisors
The Chrome companion to web-based Wealthbox CRM for financial advisors. Features - Create new Contacts. - View a Contact's details. - Add notes to client records. - View a Contact's activity history. - Save an email to Wealthbox. - Send + Save an email to Wealthbox. - Deep link to a Contact Record page in Wealthbox.
- (2021-09-14) Chris Rhoads: Works well when it works. It's no longer showing up in my inbox though.
- (2017-07-18) Jim Frazin: mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.
- (2017-06-13) From time to time it won't load. Not good if all your business depends on it
- (2016-07-06) Matt Riordan: Wealthbox & this extension are everything RedTail's Tailwag were supposed to be!
- (2016-06-17) Chaim Investment Advisors Advisors: Wow, this is a heavy-hitting upgrade for Wealthbox. Really makes it a great valued service all-in-all.
- (2016-02-20) Patrick Ortman: Love it.
- (2016-02-09) Jason Reiman: Fantastic add! Works great - no complaints. Just what I was hoping for. Thank you!!