Overview
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.
Chris RhoadsSep 14, 2021
Works well when it works. It's no longer showing up in my inbox though.
Jim FrazinJul 18, 2017
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.
A Chrome Web Store userJun 13, 2017
From time to time it won't load. Not good if all your business depends on it
Details
- Version1.2.1
- UpdatedApril 19, 2024
- Size2.76MiB
- LanguagesEnglish
- Developer
- TraderThis developer has identified itself as a trader per the definition from the European Union.
Privacy
Wealthbox CRM for Chrome has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
Wealthbox CRM for Chrome handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes