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Wealthbox CRM for Financial Advisors The Chrome companion to web-based Wealthbox CRM for financial advisors. - Create new Contacts. - View a Contact's details. - Add notes to client records. - View a Contact's activity history. - Save an email to Wealthbox. - Send + Save an email to Wealthbox. - Deep link to a Contact Record page in Wealthbox.
PromptEasily ChatGPT - HDTeam
PromptEasily ChatGPT - HDTeam adds a list of curated prompt templates for SEO, SaaS and more to ChatGPT. Try today. PromptEasily ChatGPT - HDTeam adds a list of curated prompt templates for SEO, SaaS and more to ChatGPT. Try today.
Loop8 Privacy Manager
Browser extension for Loop8 Privacy Manager. Loop8 Privacy Manager Chrome Extension is a seamless method for users to safely and securely store their login credential information.
Riskalyze Meetings
Create meetings with your clients from within Riskalyze. Riskalyze Meetings makes it easy and safe to conduct client meetings with nothing for your client to download.
Peek for YNAB
Check on your YNAB category and account balances, and quickly add transactions. The Peek for YNAB extension gives you a snapshot of your current YNAB category and account balances. You can pin your favorite categories and accounts, view recent transactions, and add transactions right from the extension. Split transactions and transfers are fully supported. You can also setup customizable notifications and alerts for each budget. Peek for YNAB is a third-party extension, and is not maintained or supported by YNAB (the company). Please do not reach out to YNAB's official support channels for help or issues related to this extension. Instead, please refer to the extension's help page: https://peekforynab.com/help
