Advisors
Talk to an account specialist to get started, +41 79 700 58 31
Stand out in the listings with a unique profile clients will notice.
Purchase additional locations to find leads in Switzerland, Germany and France
See details of each enquiry and choose whether to purchase or reject.
Upload clients from other sources and easily manage your entire pipeline.
Check daily how your profile is doing and optimise it for your business.
Your dashboard is a single command centre from which you can oversee all your customer-related activity. Let’s walk through the key features.
Your home screen gives a complete overview of your account and performance. If you have more then one profile they will all be listed here.
Choose the date ranges in which to display your key statistics, which show:
From this screen you can manage your profiles and see your pipeline summary to understand which part of the sales funnel needs optimisation.
Wealthiee Pro | Enhanced
Get the necessary analytics about what your clients and prospects are asking and wanting help with
You can see your new enquries and also accept them and after that purchase the enquiries.
When you’ve progressed an enquiry to a higher stage (e.g. from ‘Accepted enquiries’ to ‘Scheduled enquiries’), simply click and it will moved to the next stage