Neueste Version
2.7.19 Sicher
2.7.19 Sicher
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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