Why more advisors are switching from Redtail and Wealthbox

Still using Redtail or Wealthbox? Here's what you're missing: automation, growth tools, and a CRM that actually works for you.

Functionality

Marketing

Automated Lead Capturing
Seminar Management with Automated Registration
Fully Automated Workflows
Integrated Email Marketing
Integrated Text Message Marketing
Tracking Marketing Goals and Spend
Track Lead Sources and Campaigns
Website Builder
Landing Page Builder
Form Builder
Email Verification






Sales

Integrated Calendar with Public Scheduler
Client Review Reminder System
Secure Client Portal with Financial Questionnaire
Secure Client Portal with Document Upload
Integrated VOIP System
Duplicate Leads Management
360° Contact View
Call Reporting and Call Logs
Call Transcription
Scheduling and Event Follow-Ups
Real-Time Sales Insights















Operations & Reporting

Integrated Financial Accounts Tracking
Production Tracking
Company Profit Tracking
Advisor Commission Tracking
Advisor Commission Payment Tracking
Real-Time Reports and Dashboards
Scheduled Reports
Fully Automated Workflows









LeadCenter CRM—Anywhere You Go

Access your contacts, calendar, and tasks on the go with the LeadCenter mobile app for iOS and Android.
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LeadCenter.AI mobile app mockup on smartphone screen
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