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NHTrust chooses Wealthbox for full CRM integration

Wealthbox, the leading CRM software provider for financial advisors, has announced a new partnership with NHTrust, a firm with $1.4B in assets under management. This collaboration will bring Wealthbox’s comprehensive CRM platform to NHTrust’s offices across New Hampshire, allowing advisors to focus on building relationships and delivering exceptional service to clients.

Wealthbox’s CRM platform is specifically designed to meet the needs of large firms like NHTrust, offering a wide range of features such as multi-workspace configurations, sophisticated reporting capabilities, enterprise security features, and integrations with leading custodians and wealthtech partners. The platform’s intuitive interface and user-friendly design will enable NHTrust advisors to streamline operations and enhance their overall client experience.

Shawn Preisler, SVP of Revenue at Wealthbox, expressed excitement about the partnership with NHTrust, emphasizing Wealthbox’s commitment to enhancing the advisor experience for large firms. Eulalie Paris, Senior Vice President Operations, Partnerships & Client Experience at NHTrust, shared similar sentiments, highlighting the importance of leveraging modern technology to improve operational efficiency and client service.

Wealthbox is known for its modern product design and intuitive user experience, making it a top choice for financial advisors looking to streamline their operations and grow their practices. The platform’s collaborative workspace technology allows advisors to effectively manage client relationships and drive business growth.

NHTrust, with its deep roots in New Hampshire and a legacy of trusted service dating back to the 1860s, is dedicated to providing personalized financial planning solutions for individuals, trusts, and nonprofits. By partnering with Wealthbox, NHTrust aims to further optimize its advisor experience and continue delivering exceptional service to clients.

To learn more about Wealthbox and its CRM platform for financial advisors, visit http://www.wealthbox.com. For more information about NHTrust and its comprehensive financial planning services, including investment management, retirement planning, and trust services, visit nhtrust.com or call 603.223.2712.

This partnership between Wealthbox and NHTrust marks a significant step in enhancing the advisor experience for large firms and underscores both companies’ commitment to innovation and efficiency in the financial services industry.

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