Le Lézard
Classified in: Science and technology, Business
Subject: SBS

AdvisorTouch Announces the Integration of their Workflow System into Wealthbox CRM


SAN DIEGO and PROVIDENCE, R.I., March 12, 2020 /PRNewswire/ -- AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch's custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships and grow their businesses.

"The workflow system we developed for Wealthbox users is the first set of detailed procedures for optimizing the delivery of client services and completing and tracking back office work. The system was designed to work specifically within Wealthbox CRM. We are happy to add Wealthbox as an integration partner," said Deborah Fox, CEO and Founder of AdvisorTouch.

"We built Wealthbox CRM to help streamline the daily work of advisory firms," said Steve Carroll, Wealthbox's head of product.  "Partnering with AdvisorTouch to integrate their end-to-end, intuitive workflows into our workflow engine is a big step for helping these firms get their processes documented and automated so advisors and their staff can deliver their services seamlessly."

The AdvisorTouch workflow system was designed so the workflows could be integrated into the Wealthbox workflow engine to create standardized, sequential processes for serving clients and running an efficient back office. They allow the ability to systematize, yet still customize the delivery of exceptional wealth management services for their clients.

Unlike other options such as using written workflows and checklists or PDFs that are outside of the CRM, the AdvisorTouch workflow steps are written directly in the native workflow engine. This enables the majority of a firm's daily processes to be streamlined for efficiency and for tasks to be automatically passed on from one team member to another. 

"We have invested many years into developing the tools, templates and technology to automate client service workflows based on the approach we use daily in my own wealth management firm," said Fox.  "Combined with the work and coaching we have done for many firms over the years, we believe we have the most comprehensive, well-designed and usable workflow system available in the industry today. It makes a difference when tools are developed and perfected by people who use them on a daily basis as we do in our own wealth management firm."

Register to view our joint webinar on March 19, 2020: https://zoom.us/webinar/register/6615833365611/WN_lFL7T1ODTVe19P5lEeuqfw

For more information about the workflows in Wealthbox visit: https://advisortouch.com/wealthboxworkflow

About Wealthbox CRM

Wealthbox is a leading CRM technology for financial advisors, RIA networks, and financial enterprise institutions. Known for its intuitive product design combined with powerful features, Wealthbox is made and operated by Starburst Labs, Inc. with offices in New York, NY and Providence, RI.
www.Wealthbox.com

About AdvisorTouch

AdvisorTouch has been transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of financial advice. AdvisorTouch provides a comprehensive set of resources enabling wealth management firms to increase profitability, ensure compliance, scale their practice, while growing their firms. www.AdvisorTouch.com

For Further Information:

Deborah Fox, CEO & founder
AdvisorTouch
[email protected]
858-768-2520

 

SOURCE AdvisorTouch


These press releases may also interest you

at 16:45
Chicago Rivet & Machine Co. today announced audited results for the year 2023 as summarized below: CHICAGO RIVET & MACHINE CO. Summary of Consolidated Results of Operations For the Years Ended December 31 2023 2022 Net sales $31,507,722 $33,646,033...

at 16:41
In celebration of Trans Day of Visibility, Equalpride is proud to announce a partnership with TransLash Media for the release of a short film series on Advocate Channel, ARTISTIC LEGACIES....

at 16:40
Pomerantz LLP is investigating claims on behalf of investors of DraftKings Inc. ("DraftKings" or the "Company") . Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980....

at 16:35
Discover Financial Services plans to report its First quarter 2024 results after the market closes on Wednesday, April 17, 2024. The earnings release will be available through Discover's Investor Relations website at...

at 16:35
On Monday, April 29, 2024 at approximately 8:30 a.m. Eastern Time, Franklin Resources, Inc. (the "Company") [NYSE:BEN] will release its second quarter operating results. A written commentary on the results will also be available via...

at 16:35
Travel + Leisure Co. announced today it will release first quarter 2024 financial results on Wednesday, April 24, 2024, before the market opens, followed by a conference call at 8:00 a.m. EDT. Michael D. Brown, President and CEO, and Mike Hug, CFO,...



News published on and distributed by: