Última versión
2.7.19 Seguro para instalar
2.7.19 Seguro para instalar
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
Resumen
Wealthbox es un software de Freeware en la categoría de Negocio desarrollado por Starburst Labs, Inc..
La última versión de Wealthbox es 2.7.19, aparecido en 05/07/2024. Inicialmente fue agregado a nuestra base de datos en 22/10/2023.
Wealthbox se ejecuta en los siguientes sistemas operativos: iOS.
Los usuarios de Wealthbox le dio una calificación de 5 fuera de 5 estrellas.
Imágenes (click para ampliar)
Productos relacionados
BNI Timer
The BNI Timer is an official app for BNI® (Business Networking International). Update: In response to user feedback, the app now allows users to set custom times utilizing a pioneering time-setting feature.
CellTrust SL2
CellTrust SL2™ is an enterprise-level application designed to provide a secure solution for maintaining a separation between personal and business communications on a single device through the assignment of a secure Mobile Business …
EAInterviews
The EAInterviews Shine App provides an accessible platform for engaging with the Expert Authority Effect™ Interviews and associated content.
Ed Slott’s Elite IRA Advisor
Current members of Ed Slott’s Elite IRA Advisor GroupSM gain access to exclusive member-only content and notifications, such as timely announcements, member resources, a directory, multimedia, modules, Outflow, and more.
Fusion MobileConnect
Fusion MobileConnect offers a comprehensive solution that seamlessly integrates connectivity, instant messaging, and collaboration applications.
ID Theft Defense
ID Theft Defense provides comprehensive identity protection and monitoring services, aimed at safeguarding members against the risk of identity theft and fraud.
Intulse App
Empower your organization with unparalleled, effortless management of your phone system in real-time using our innovative application.
Midland+
The Midland+ platform offers an integrated solution for managing new business processes within the Midland National Annuity Division. This resource centralizes pre-sale materials and essential tools, streamlining operations for users.
Pareto Systems
The financial services industry demands a strategic approach to client acquisition and retention. For professionals seeking to enhance their practice, it is essential to consider the following objectives: Consistently attracting and …
Redtail Speak
Redtail Speak provides a compliant avenue for text messaging clients and facilitating real-time collaboration with staff.
TalkIt+ by Mobile Assistant
Note-taking made simple. Modernizing the way individuals capture and review ideas, thoughts, and discussions is the ethos behind Mobile Assistant.
Workplace - work_connected
Optimize your productivity by using workplace_ during your most efficient working hours. Sync your work email, contacts, and calendar on your iPhone or iPad. Browse, preview, and edit work files using other applications.Últimas actualizaciones
Blitz 2.1.289
Blitz is a crossword game developed by ! KaaBlitz Crossword. It offers a fast-paced and exciting digital version of the classic word puzzle game.StrongRecovery 4.7.8.0
StrongRecovery: A Comprehensive Data Recovery Software Review StrongRecovery by StrongRecovery is a robust data recovery software designed to help users retrieve lost or deleted files from various storage devices.FireAlpaca 2.13.14
FireAlpaca is a powerful and easy-to-use digital painting software application designed for artists of all levels. Developed by firealpaca.com, this software provides a wide range of tools and features to facilitate the creative process.Monkey's Audio 11.05
Monkey's Audio is a high-quality music compression software developed by Monkey's Audio. It is known for its efficient compression algorithm that reduces audio files without jeopardizing the sound quality.
Personal Backup 6.3.28.0
Personal Backup by J. Rathlev Personal Backup by J. Rathlev is a comprehensive software application designed to help users easily back up and restore their important data.PlayOn 5.0.254
PlayOn Review PlayOn, developed by MediaMall Technologies, Inc., is a versatile software application that allows users to stream and record their favorite online content from popular streaming services such as Netflix, Hulu, Amazon Prime …Últimas noticias
Últimas reseñas
|
Stellar Phoenix Photo Recovery
Recuperación de fotos sin esfuerzo con Stellar Phoenix Photo Recovery |
|
|
ABCpdf ASP
Cree y manipule archivos PDF sin esfuerzo con ABCpdf ASP |
|
|
Advanced Font Viewer
Libera el poder de la tipografía con el visor de fuentes avanzado |
|
|
Video Converter Ultimate
Transforma tus archivos multimedia con Video Converter Ultimate de Rusifikator |
|
|
Bigasoft Total Video Converter
Conversión de video versátil con Bigasoft Total Video Converter |
|
|
Cool Record Edit Pro
Eleva tu edición de audio con Cool Record Edit Pro |
 |
UpdateStar Premium Edition
¡Mantener su software actualizado nunca ha sido tan fácil con UpdateStar Premium Edition! |
 |
Microsoft Visual C++ 2015 Redistributable Package
¡Aumente el rendimiento de su sistema con el paquete redistribuible de Microsoft Visual C++ 2015! |
 |
Microsoft Edge
Un nuevo estándar en la navegación web |
 |
Google Chrome
Navegador web rápido y versátil |
 |
Microsoft Visual C++ 2010 Redistributable
Componente esencial para ejecutar aplicaciones de Visual C++ |
 |
Microsoft Update Health Tools
Herramientas de estado de Microsoft Update: ¡asegúrese de que su sistema esté siempre actualizado! |
