Ultima versione
2.7.19 Cassaforte da installare
2.7.19 Cassaforte da installare
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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