Activity Streams in Wealthbox
Team Stream
Collaborate with your staff to get work done.
Share CRM activity updates in a live, real-time stream to keep track of what's happening and communicate with your partners and assistants.
"The utility of the social activity streams evident in Wealthbox CRM establishes a new bar to which other CRMs can aspire."
Bill Winterberg
RIA industry expert
Emoji Messaging
Communicate with color.
Advisor Team Spirit: Add flavor to CRM updates and staff communication with emojis in Wealthbox's activity stream and commenting system. 😀
@-Mentioning Shortcuts
Enter notes about contacts without clicking your life away.
Right from the “publisher” on the dashboard you can “@-mention” a contact name and add a note - without deep-linking to a contact record page. Simple and efficient.
Compliant Note Archiving
Edit notes and view the change history
Edit or enhance notes and have archived note versions stored in Wealthbox for total compliance. Time stamps and user information for each variation provides simple and comprehensive review.
