Wealthbox 2.7.19

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