Wealthbox 2.7.19

Wealthbox 2.7.19

Starburst Labs, Inc. – Freeware – iOS
fuori voti 989
Ultima versione
2.7.19
Cassaforte da installare
image/svg+xml EXCELLENT User Rating

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

Panoramica

Wealthbox è un software Freeware nella categoria Affari sviluppato da Starburst Labs, Inc..

L'ultima versione di Wealthbox is 2.7.19, pubblicato su 05/07/2024. Inizialmente è stato aggiunto al nostro database su 22/10/2023.

Wealthbox viene eseguito sui seguenti sistemi operativi: iOS.

Gli utenti di Wealthbox ha dato un punteggio di 5. 5 stelle su 5.

Schermate (Clicca per ingrandire)

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