Advisors using Wealthbox and Bridge’s Atlas software can sync data between platforms with a two-way integration.
Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
How does it work?
Bridge pulls in a live feed of key notes, tasks, events, and client demographics from Wealthbox into Atlas, while pushing relevant client and account data points into Wealthbox. Advisors can create and view notes in real-time in either system, including smart tagging other users or clients, and easily access contact information in both systems.
How does it benefit advisors?
- Eliminate the time and risks associated with duplicate data entry and manual data management.
- Limit excess keystrokes and reduce toggling between applications and logins to experience the power and time-savings of fully integrated workflows.
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