Wealthbox 2.7.19

Starburst Labs, Inc. – Freeware – iOS
hors 989 votes

Dernière version
2.7.19 Coffre-fort à installer

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

Vue d'ensemble

Wealthbox est un logiciel de Freeware dans la catégorie Entreprise développé par Starburst Labs, Inc..

La dernière version de Wealthbox est 2.7.19, publié sur 05/07/2024. Au départ, il a été ajouté à notre base de données sur 22/10/2023.

Wealthbox s’exécute sur les systèmes d’exploitation suivants : iOS.

Utilisateurs de Wealthbox a donné une cote de 5 étoiles sur 5.

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