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Your Comprehensive Wealth Management Toolkit Wealth Advisor Pro: Your Comprehensive Wealth Management Toolkit 1. AI-Powered Insights: • Apple AI-like conversational interface • Access our extensive database of guides, articles, and resources • Upload and analyze your own data for personalized solutions • Intelligent retrieval and problem-solving capabilities 2. Premium 1-ClickTrade Dashboards: • 5 powerful dashboards with no trading or integration required • Morningstar Direct-like database covering 3500+ ticker symbols • Comprehensive performance and risk data for informed investment decisions 3. Ongoing CFP Credit Opportunities: • Earn CFP credits weekly through curated content consumption • Access to industry white papers, webinars, and CFP-approved resources • Turn your regular reading and watching habits into professional development 4. Exclusive Financial Intelligence: • Premium articles and breaking news from industry professionals • Access to Goldman Sachs/Bridgewater-grade data packages • Advanced calculators, data visualizations, and investment models • Cutting-edge tools typically used by top hedge funds at no extra cost 5. VIP Concierge Service: • One-on-one expert consultations • Priority support for all platform-related queries • Assistance in maximizing the use of all available data and tools • Connections to industry leaders for growth resources and investment tips 6. AUM Growth Tools: • Access to cutting-edge lead generation sources • Tools to grow your client list and Assets Under Management • Coming soon: Network of self-directed investors seeking advisors • Potential access to high-value clients who follow financial news closely Unlock the full potential of your wealth management practice with Wealth Advisor Pro. Stay ahead of the curve with our comprehensive suite of tools, insights, and exclusive opportunities.
Wealthbox CRM for Chrome
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.
Financial Toolbar
Access real-time stock/bond/commodity/bitcoin/crypto/ETF prices in Chrome to stay on top of the market.
Shop Cloo
See what your friends are shopping for online Cloo: The Free Social Shopping Browser Extension 🛍️ Shop Smarter with Friends, Not Just Reviews! Tired of guessing what to buy? With Cloo, you can see what your friends are shopping for in real time—no influencers, no ads, just authentic recommendations. Why Install Cloo? ✅ See What Your Friends Are Buying – Stay inspired by their latest finds and must-have products across 200+ stores. ✅ Sync & Save Your Shopping Carts – Never lose track of items again! Cloo keeps your carts organized across all your favorite stores. ✅ Private & Secure – Shopping for gifts? Keep surprises hidden with private mode. ✅ Earn Rewards While You Shop – Get rewarded for shopping like you normally do—no extra steps needed. How It Works 1. Install Cloo for free 2. Connect with friends & start browsing 3. Save, share, and shop smarter together Join thousands of users making online shopping more fun, social, and rewarding. Download Cloo now!
Reflect New Tab
Replace Google Chrome's default new tab page with a beautiful dashboard of customizable widgets. You can see an overview of your… Replace Google Chrome's default new tab page with a beautiful dashboard of customizable widgets. You can see an overview of your day, upcoming meetings, your team's different time zones, the weather, your top links, and more. - View an aggregate view of calendar events for the day - Search through your browser history, or search using Google and Perplexity - Compare international time zones - See how old you are in days, months or years - View the local weather report - See top sites, and recent history This extension is free, has no analytics tracking, and none of your data touches our servers.
