PROVIDENCE, R.I., June 26,
2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM
software for financial advisors, today announces a new firmwide CRM
agreement with Professional Wealth Advisors, an independent wealth
management firm with locations in Illinois, Kentucky, and Wisconsin.
Professional Wealth Advisors recognizes the importance of an
enterprise-grade CRM solution that aligns seamlessly with the
firm's sophisticated needs. Wealthbox's intuitive interface,
advanced features and integrations, and enterprise configurability
will allow the Professional Wealth Advisors team to manage client
relationships, collaborate as a team, and drive growth. This
partnership reflects Professional Wealth Advisors' commitment to
embracing modern technology and will make Wealthbox available to
all 58 financial professionals at the firm.
"We are thrilled to partner with Professional Wealth Advisors
and provide them with a firmwide CRM solution that meets their high
standards for efficiency and client management," said Jeff Mello, President and CFO at Wealthbox.
"Wealthbox is designed to streamline the complexities of financial
advisory services, offering an intuitive product design and
powerful features that enhance productivity and client
engagement."
"Our decision to implement Wealthbox is driven by its
user-friendly design and powerful features," said Peter Wilmot, Managing Partner at Professional
Wealth Advisors. "Wealthbox's advanced capabilities will provide
our team with valuable insights, enabling them to make data-driven
decisions and optimize client engagement strategies. We are
confident that Wealthbox will play a crucial role in supporting our
firm's growth and our ongoing commitment to excellence in wealth
management."
About Wealthbox
Wealthbox® is a CRM platform for financial advisors. Integrated
with leading custodians and wealthtech partners, Wealthbox is known
for its modern product design and powerful yet intuitive user
experience. The collaborative workspace technology allows financial
advisors, enterprise RIA firms, and broker-dealers to manage client
relationships and streamline operations to grow their practices.
Learn more at www.wealthbox.com.
About Professional Wealth Advisors
Professional Wealth Advisors (PWA) is an independent wealth
management firm that offers financial planning, retirement
planning, and investment planning services to help guide clients
toward their personal and financial goals. PWA is committed to
providing personalized attention and exceptional service as they
work with clients and their families. PWA clients receive a
dedicated team of professionals: planners, advisors, and client
service associates, who care absolutely about their success in
achieving the things in life that are most important to them. The
firm also offers the benefit of in-house accounting, administration
departments, and access to legal professionals as additional
resources. To learn more about PWA, contact 630-716-3600 or visit
www.pwaplan.com. Securities offered through LPL Financial Member
FINRA/SIPC.
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SOURCE Wealthbox