Modern Financial Advising with Wealthbox
26th August 2021
Written by
Leo Kabbara

As a financial professional, your clients are the most important part of your business. Managing professional client relationships is a must, and for businesses of all sizes, this can sometimes be challenging. With Wealthbox you see the full picture for each client with an easy-to-view layout, and an interface for quick note-taking. Pairing this layout with CatchApp Bookings means your workflow can be even better than ever before.

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Wealthbox is a modern solution to CRM for financial professionals. It allows you to manage your clients by yourself, or collaborate as a team. Its modern design offers a minimal approach to client information that is normally cluttered, and wash with information. Having integrated with leading broker-dealers and wealth-tech partners, Wealthbox comes packed with all the tools you’ll need as an RIA firm of any size.

CatchApp can save you oodles of time, but if you’re new to the genius scheduling and how it works; CatchApp lets you create a bookable calendar for your meetings and appointments, and lets you fill your schedule efficiently. If you’re having eight meetings a week for a whole year (except when you’re out of the offices, of course), CatchApp saves you up to one month of time that would usually be spent organising meetings, rearranging, and following up on RSVPs. Want to make scheduling hassle-free? Sign up and get an account here

Pairing the genius scheduling of CatchApp with Wealthbox couldn’t be easier. All you need is a CatchApp Bookings account, a Wealthbox account, and your Zapier account to get started. Creating your own custom CatchApp and Wealthbox connection through Zapier is super easy, and we’ve made a how-to for that.