Wealthbox CRM for Financial Advisors
Wealthbox CRM for Chrome: A Must-Have for Financial Advisors
Wealthbox CRM for Chrome is an indispensable tool for financial advisors, providing an easy way to create new contacts, view contact details, and add notes to client records, all from the convenience of the Chrome browser. Users can also see a contact's activity history, save and send emails to Wealthbox, and easily reach a Contact Record page in Wealthbox. This seamless integration into your daily activities makes it an ideal companion for the web-based Wealthbox CRM system.
Extension stats
Manifest V3
Permissions:
- storage
Host permissions:
- *://mail.google.com/mail/*
- *://outlook.live.com/*
- *://outlook.office365.com/*
- *://outlook.office.com/*
Size: 2.89M
Email: su*****@wealthbox.com
URLs: Website ,Privacy policy
Full description: See detailed description
Other platforms
Not available on Android
Not available on Firefox
Not available on Edge
User reviews
Pros
- Great integration with Wealthbox
- Heavy-hitting upgrade for Wealthbox
- Fantastic functionality with no complaints
Cons
- Occasionally doesn't show up in inbox
- Misreads email addresses
- Can't add data without logging into Wealthbox
- Sometimes fails to load
Most mentioned
- Works well when it works
- Issues with loading and functionality
- Integration with Wealthbox is valuable
User reviews
Works well when it works. It's no longer showing up in my inbox though.
by
Chris Rhoads, 2021-09-14
mis reads email addresses; cannot add other data from extension into WB. Instead, one has to log int WB. Sometimes I cannot log to WB from Chrome. Very annoying.
by
Jim Frazin, 2017-07-18
From time to time it won't load. Not good if all your business depends on it
by
A Google user, 2017-06-13
Extension safety
Risk impact
Wealthbox CRM for Chrome requires a lot of sensitive permissions. Exercise caution before installing.
Risk impact analysis details
- Critical Request access to the following domains: google.com, live.com, office365.com, office.com
- High ******* ******* **** *** ****** ***** *** ***** ** ******* **** ********* ********* ** * *********** *****
Risk likelihood
We don't have sufficient data to confidently determine the risk likelihood of Wealthbox CRM for Chrome. Use it at your own risk.
Risk likelihood analysis details
- High This extension has low user count. Unpopular extensions may not be stable or safe.
- Low **** ********* *** ******* **** **** * ****** **** ***** ******** *** **** ****** ** ** ****** *** *****
- Low **** ********* *** ***** **** **** * ****** **** ***** ********** *** **** ****** ** ** ****** *** *****
- Good **** ********* ** * ******** ********* ** ****** *** *****
- Good **** ********* *** **** **** *******
Upgrade to see full risk analysis details
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