Hi! We recently sent out an email broadcast (in batches of the recommended 100); however, we still had a number of failed emails which seems to be due to the M365 "throttle" limits of 30 messages per minute. Has anyone had success with sending bulk emails out of Wealthbox?

I’m asking on behalf of a prospect - for any LPL Wealthbox users. How has the Wealthbox/ClientWorks integration worked for you? Smooth sailing, or have you run into pain points? Would love to hear your experiences!

Hello! What are your firms using for data gathering? We would like to collect the data and have the client attest or sign the information is true and valid. I know this information is entered in the CRM and I know it is entered in the custodian’ platforms for account opening as well but we would like to store that date gathering signed document on our side (not the custodian’ platform). Thanks.

For those of you who use Wealthbox as a CRM system, do you use tasks to log client calls or notes?

Also curious if anyone has compared Zeplyn AI vs. Jump AI when used alongside Redtail? Any feedback or experience with either platform would be super helpful.