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What is e-Relationship?

e-Relationship acts as your 24/7 digital marketing companion, facilitating smooth interactions with clients and potential customers without the burden of being tied to a computer for hours on end. While you concentrate on increasing sales, we adeptly handle all the complex details behind the scenes! Our extensive digital marketing platform guarantees ongoing engagement with a powerful selection of automated email marketing, social media strategies, and website development services. Whether your aim is to strengthen your brand presence, transform leads into loyal clients, or build a high-impact website that enhances productivity, e-Relationship provides a user-friendly, cost-effective all-in-one solution! With access to a vast collection of pre-designed, compliance-approved email templates, engaging your audience becomes a breeze. As a leading provider of technology-driven email communication solutions specifically designed for banks, insurance agencies, and financial service firms, e-Relationship establishes the benchmark in the fintech sector while achieving outstanding results. By leveraging our expertise, you can significantly enhance your marketing initiatives, ensuring that your outreach is maximally effective, and opens doors to new opportunities. With e-Relationship on your side, the path to marketing success is clearer than ever.

What is Kestrelbox?

Kestrelbox is a tailored wealth management CRM designed specifically for financial advisors, consolidating crucial functions such as household-focused client management, asset under management tracking, regulatory compliance assurance, and automated communications into a single platform that supports advisors in strengthening and maintaining their client relationships. This cutting-edge tool resolves a significant issue in the wealth management landscape, where advisors face the challenge of efficiently managing client households, monitoring assets under management, maintaining compliance with FINRA and SEC regulations, and ensuring smooth communication with both potential and existing clients. Unlike conventional methods that require the use of multiple disconnected tools—such as various CRM systems, compliance archiving solutions, account aggregation services, and SMS communication platforms—Kestrelbox integrates all these capabilities into one cohesive solution, emphasizing a household-centric approach that optimizes operations for financial advisors. This integration not only simplifies their workflow significantly but also empowers them to deliver outstanding service to their clients, which in turn fosters growth in their practices. Furthermore, by eliminating the need for multiple platforms, Kestrelbox allows financial advisors to focus more on building relationships rather than managing software tools.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$197/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Identity Branding

Company Location

United States

Company Website

www.e-relationshipplus.com

Company Facts

Organization Name

Kestrelbox

Date Founded

2026

Company Location

United States

Company Website

kestrelbox.com

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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