When your clients are the central priority
We provide the tools to enhance your connection and rapport with your clients, engaging them at their current stage
Adopted to your calendar
Wealthiee enables a customer to arrange meetings based on your timetable, showcasing flexibility and accessibility, which enhances your relationship with the client.
Focus on providing guidance while we take care of the administrative duties
Your client Edward
Added an document
2 Apr
10:30
First reminder on Document
Today
14:20
Samuel uploaded Real estate
document: Chen-bourg house.pdf
est
4 Apr
Review and approve document
Approve Document
Get notified in real-time, via Wealthiee or on your mail whenever your client has uploaded an document, so you’ll always know how the state of things are
Nous nous efforçons de canaliser des prospects de haute qualité à travers nos différents canaux, sur mobile, web et différentes pages de renvoi, en utilisant des techniques de référencement et de marketing en ligne de pointe. Laissez-nous nous concentrer sur la croissance de votre entreprise.
avec Wealthiee, vous obtiendrez :