PROVIDENCE, R.I., April 17,
2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM
software for financial advisors, today announces a new firmwide CRM
agreement with NHTrust. With $1.4B in
AUM, NHTrust advises individuals, trusts, and nonprofits, and
operates offices throughout New
Hampshire.
Wealthbox's CRM platform is uniquely designed to meet the
complex needs of large firms like NHTrust, providing a
comprehensive suite of features including multi-workspace
configurations, sophisticated reporting capabilities, enterprise
security features, and integrations with leading custodians and
wealthtech partners. With an intuitive interface and a focus on
user experience, Wealthbox will enable NHTrust's advisors to spend
more time building relationships and less time managing data.
"Partnering with NHTrust is an exciting milestone in enterprise
growth at Wealthbox," said Shawn
Preisler, SVP of Revenue at Wealthbox. "This collaboration
reflects our commitment to enhancing the advisor experience for
large firms, and we look forward to what's next."
"We are delighted to partner with Wealthbox for our CRM software
implementation," said Eulalie Paris,
Senior Vice President Operations, Partnerships & Client
Experience at NHTrust. "At NHTrust, we recognize the importance of
using modern technology to enhance our operations and client
service. Wealthbox's platform, tailored for large firms like ours,
aligns with our commitment to innovation and efficiency. This
collaboration is a significant step in optimizing our advisor
experience and ensuring that we continue to deliver exceptional
service to our clients."
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 NHTrust
NHTrust offers trusted financial advice
in the New England tradition of neighbors serving neighbors. With
New Hampshire roots reaching back
150 years, NHTrust combines the financial expertise and local
insights of Savings Bank of Walpole, Merrimack County Savings Bank, and
Meredith Village Savings Bank with a legacy of trusted service
dating back to the 1860s. Customized financial planning includes
solutions for investment management, retirement planning, financial
planning and trust, estate and fiduciary services. To learn more
about NHTrust, please call 603.223.2712 or visit nhtrust.com.
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SOURCE Wealthbox