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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Gain a comprehensive understanding of your entire network and the connections of your colleagues. Discover the most efficient routes to the finest opportunities available. Engaging in cold outreach is counterproductive; it’s costly, ineffective, anxiety-inducing, and frequently leads to unsatisfactory outcomes. Successful salespeople recognize the paramount importance of relationships. Those who thrive cultivate genuine connections and maximize their potential, while those who struggle attempt to push their offerings onto a continuous stream of unfamiliar faces. With Connect The Dots, you can seamlessly navigate through both your network and that of your coworkers to swiftly identify the optimal entry points. Join now and amplify your network intelligence tenfold. Unlike other transformation initiatives, this one can be activated in mere minutes. You will enhance your ability to utilize not just your personal connections but also the shared professional networks of your friends and colleagues. Building rapport and engaging in meaningful conversations makes life much more enjoyable! Additionally, leveraging these connections can open doors to new collaborations and opportunities you might not have otherwise discovered.

Description

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chat Agents No 
Chief No 
Desktop.com No 
FP Alpha No 
Google Chrome Yes 
KonnectzIT No 
Microsoft Outlook Yes 
MoneyGuide No 
Moneytree No 
Motileo No 
MyRepChat No 
Nitrogen No 
Riskalyze No 
Shift No 
Smith.ai No 
Stackreaction No 
Strety No 
Wealth.com No 
Zapier No 
Zocks No 

Integrations

Chat Agents Yes 
Chief Yes 
Desktop.com Yes 
FP Alpha Yes 
Google Chrome No 
KonnectzIT Yes 
Microsoft Outlook No 
MoneyGuide Yes 
Moneytree Yes 
Motileo Yes 
MyRepChat Yes 
Nitrogen Yes 
Riskalyze Yes 
Shift Yes 
Smith.ai Yes 
Stackreaction Yes 
Strety Yes 
Wealth.com Yes 
Zapier Yes 
Zocks Yes 

Pricing Details

$24 per employee per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Connect the Dots

Founded

2019

Country

United States

Website

www.ctd.ai/

Vendor Details

Company Name

Starburst Labs

Country

United States

Website

www.wealthbox.com

Product Features

Sales Intelligence

CRM Integration No 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics No 
Sales Forecasting No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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