最新バージョン
2.7.19 インストールしても安全
2.7.19 インストールしても安全
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
概要
Wealthbox は、 Starburst Labs, Inc.によって開発されたカテゴリ ビジネス の フリーウェア ソフトウェアです。
Wealthbox の最新バージョン 2.7.19 2024/07/05 にリリースです。 それは最初 2023/10/22 のデータベースに追加されました。
Wealthbox が次のオペレーティング システムで実行されます: iOS。
ユーザー Wealthbox の 5 5 つの星からの評価を与えた。
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