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 Freeware 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。
関連製品
2024/11/22 | Prey 1.13.5 |
2024/11/22 | ProgDVB + ProgTV 7.64.0 |
2024/11/22 | ProgDVB 7.64.0 |
2024/11/22 | Free YouTube Download 4.4.16.1120 |
2024/11/22 | Free YouTube to MP3 Converter 4.4.16.1120 |
2024/11/21 | US government wants Google to sell the Chrome browser |
2024/11/20 | Why use a VPN service in 2025? |
2024/11/13 | Adobe October 2024 Patch Day |
2024/11/05 | Crowdstrike Strikes Again: Office Crashes, Windows 11 Stalls |
2024/11/04 | How to shrink large PDF files in 2025 |
最新のレビュー
Icecream Screen Recorder
Icecream Screen Recorderを使用して、画面を簡単にキャプチャして共有できます。 |
|
abDocs
Acer IncorporatedのabDocsによる効率的なドキュメント管理 |
|
Lenovo Power Management Driver
Lenovo Power Management Driverでラップトップの電力使用量を最適化 |
|
Handset WinDriver
Huaweiハンドセット用の効率的なドライバーソリューション |
|
AVG Security Toolbar
AVG セキュリティ ツールバーでブラウジング体験を保護する |
|
3DMark
3DMarkベンチマークソフトウェアでPCを限界まで押し上げましょう |