Tucker Asset Management Chooses Wealthbox CRM to Empower 85 Users Across its Network

Tucker Asset Management Partners with Wealthbox CRM

In a significant move to enhance its operations, Tucker Asset Management has selected Wealthbox, renowned as the top-rated CRM software for financial advisors, for its enterprise-wide needs. The agreement marks an important milestone, introducing Wealthbox across 85 users at both the home office and various affiliate advisory firms affiliated with Tucker Asset Management, based in Littleton, Colorado.

Streamlining Operations

The choice of Wealthbox stems from its enterprise-ready multi-workspace configuration, which aligns well with the firm’s goals for centralized oversight while allowing individual offices to maintain their unique CRM experiences. This flexibility is crucial for various offices under the Tucker umbrella, enabling them to operate autonomously yet within a unified system.

Moreover, Wealthbox's integration features caught Tucker’s attention, especially its capability to work alongside the digital account opening tool provided by their custodian. This integration allows for automation within Wealthbox workflows, significantly simplifying the account opening process for both advisors and clients, thereby saving time and enhancing efficiency.

Transition from Legacy Systems

As part of this transition, the team at Tucker's home office is switching from Microsoft Dynamics while many of its affiliated advisors will be moving from Redtail. This shift not only reflects a desire for a more modern solution but also highlights a commitment to ensuring that all financial professionals in the network have access to the latest technology to foster client relationships.

Ashton Tucker, President of Tucker Asset Management, commented, "As we searched for a new CRM solution, Wealthbox aligned perfectly with our vision for streamlined operations across our entire network. Its intuitive design, robust integrations, and ability to support multiple workspaces made it the right choice for our firm and our advisors." This statement underscores the firm's commitment to adapting to contemporary technological solutions in the financial advisory sector.

Enhancing Growth and Efficiency

From Wealthbox's perspective, this partnership offers an opportunity to showcase its capabilities in supporting enterprise firms. Jomin Bishop, VP of Enterprise Sales at Wealthbox, remarked, "Wealthbox's modern CRM platform stood out to Tucker Asset Management because it delivers both the flexibility and control that enterprise firms require. We are excited to assist in their growth and operational efficiency."

The integration of Wealthbox's innovative technology promises improved workflows and client interactions for Tucker Asset Management. The firm boasts a wide range of services tailored to meet diverse financial needs, emphasizing the importance of maintaining effective client relationships in a highly competitive market.

About Wealthbox

Wealthbox® caters specifically to financial advisors, providing a powerful yet user-friendly CRM platform. Known for its modern product design, Wealthbox integrates seamlessly with leading custodians and other wealthtech partnerships, allowing advisors to manage client relationships and boost their operational effectiveness. The collaborative workspace technology is designed to scale as firms grow, ensuring that the user experience remains streamlined and efficient.

About Tucker Asset Management

Located in Littleton, Colorado, Tucker Asset Management is a comprehensive wealth management firm dedicated to helping clients achieve long-term financial security. The company’s services encompass personalized investment strategies, retirement planning, insurance provisions, and tax-efficient solutions. Focused on integrity and transparency, Tucker Asset Management collaborates with a growing network of advisors, delivering financial guidance that adapts to clients' needs as they navigate various financial milestones.

The selection of Wealthbox CRM by Tucker Asset Management not only signals the firm’s dedication to modernizing its technology but also reinforces its commitment to placing clients at the core of its operations. As the financial industry evolves, partnerships like these pave the way for innovation and efficiency in client service delivery.