Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Melp provides a suite of intuitive features that are vital for effective collaboration within teams. You and your colleagues can leverage functionalities such as chat, discussion threads focused on specific topics, the ability to share screens and applications, video and audio conferencing, and seamless meeting scheduling—all consolidated within a single application. This ensures that your coworkers, team members, and professional connections remain engaged and productive, allowing you to reap the benefits of their efforts without incurring high costs. With Melp, your team can Create, Communicate, and Collaborate from any location and on any device, making work both flexible and accessible. The platform recognizes the significance of data in empowering you, emphasizing the importance of safeguarding your sensitive information, which sets you apart. Melp allows you to work without concerns, anytime and anywhere, thanks to its commitment to security. It is designed as a secure collaboration platform, prioritizing your safety and ensuring that your confidential data is consistently protected. Additionally, initiating phone and conference calls is simplified, enabling you to connect instantly with your colleagues and business network, no matter where you are. With the features offered by Melp, you can enhance your teamwork and communication, fostering a more dynamic work environment.
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
No
API Access
Has API
No
Integrations
Ariath
No
Chat Agents
No
Chief
No
Desktop.com
No
Easyflow
No
FP Alpha
No
Hubly
No
Integrately
No
KonnectzIT
No
MoneyGuide
No
Integrations
Ariath
Yes
Chat Agents
Yes
Chief
Yes
Desktop.com
Yes
Easyflow
Yes
FP Alpha
Yes
Hubly
Yes
Integrately
Yes
KonnectzIT
Yes
MoneyGuide
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
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
MelpApp
Founded
2015
Country
United States
Website
www.melpapp.com
Vendor Details
Company Name
Starburst Labs
Country
United States
Website
www.wealthbox.com
Product Features
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
No
Video Conferencing
Yes
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