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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Ariath No 
Chat Agents No 
Chief No 
Desktop.com No 
Easyflow No 
FP Alpha No 
Hubly No 
Integrately No 
KonnectzIT No 
MoneyGuide No 
Moneytree No 
Nango No 
Nitrogen No 
RightCapital No 
Shift No 
Simplii No 
Smith.ai No 
Stackreaction No 
Wealth.com No 
Zapier 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 
Moneytree Yes 
Nango Yes 
Nitrogen Yes 
RightCapital Yes 
Shift Yes 
Simplii Yes 
Smith.ai Yes 
Stackreaction Yes 
Wealth.com Yes 
Zapier 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 

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