Wealthbox 2.7.19

Starburst Labs, Inc. ❘ Freeware ❘
iOS
aus 989 Bewertungen

Wealthbox is a companion mobile app designed specifically for financial advisors who use the web-based Wealthbox CRM. This comprehensive CRM app allows you to effortlessly manage your client relationships and stay informed about activities within your firm.

Notable Features:

Simple and secure login with support for Face ID, Touch ID, and Password Autofill
Access maps on Contacts for turn-by-turn directions
Receive push notifications to stay updated
Redesigned Contact Record page with "Quick Actions" such as click-to-call, email, and photo uploading
Redesigned calendar offering month, 4-day, and single day views
A "Today View" that highlights upcoming items requiring attention
Activity Stream to view updates and collaborate with others
Portfolio integrations for seamless management
Contact Management feature to keep track of important client notes
Task Management tool to efficiently organize your practice
Calendaring with iCal support for easy scheduling
Opportunity Management feature to effectively manage your business
Project Management tool to organize any project efficiently
Full data-sync with the web-based Wealthbox CRM for seamless access and consistency

Übersicht

Wealthbox ist eine Freeware-Software aus der Kategorie Office & Business, die von Starburst Labs, Inc. entwickelt wird.

Die neueste Version von Wealthbox ist 2.7.19, veröffentlicht am 05.07.2024. Die erste Version wurde unserer Datenbank am 22.10.2023 hinzugefügt.

Wealthbox läuft auf folgenden Betriebssystemen: iOS.

Die Nutzer haben Wealthbox eine Bewertung von 5 von 5 Sternen gegeben.

Screenshots (Klicken, um zu vergrößern)

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Neueste Version
2.7.19

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