Hi everyone, looking for real-world feedback and details about which notetaker your firm is using and why. We're at a large BD that has these 3 as the only approved options. I've been testing Jump and Zocks off and on for the past 6 months but haven't pulled the trigger yet on either. I had originally been leaning towards Jump due to their Insights, but Zocks seems like the summaries are more thorough, and a UI that makes more sense to me. Zocks also pulls in email content as a meeting prep source and now integrates with Holistiplan too, which is a big win for us. We have a team of 9 advisors, 10 client service associates, and 4 admin. We use Wealthbox, RightCapital, and Holistiplan. Would love to hear your experiences!

Attention Wealthbox users - one of my colleagues just shared this with me. Apparently Wealthbox announced this yesterday at Future Proof! If they can actually deliver on all those FAQs and "Yes"es, this would be a gamechanger for our firm! https://www.wealthbox.com/project-althea/

Good afternoon, I am a new member of this community and very excited to learn from others. We recently got set up with WealthBox after using the native CRM with Raymond James for the last three years. It has been a net-positive so far except one glaring issue - my custodial client information updates (e.g., new email for client) are noy syncing in WealthBox and I can't get help from either side to figure out if this is an error or a shortcoming of the integration. My question, no matter who your custodian, is when you set up a new client on your custodial platform, does that new client show up as a contact in Wealthbox? And if you have an existing contact in WealthBox and make an update to contact details at your custodian (or your PMT), does that automatically sync overnight into WealthBox? I don't think its a good idea to live in a world where we double enter client data? Thanks in advance for any advice. David

Anyone using these features? How are they?

Has anyone else been getting the "Oops, let's try that again" error for Wealthbox recently? It seems to be happening at least once a week lately. Not sure if it's a common problem amongst users, or if we are just lucky...