최신 버전:
2.7.19 설치 하는 안전
2.7.19 설치 하는 안전
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
개요
Wealthbox 범주 비즈니스 Starburst Labs, Inc.개발한에서 Freeware 소프트웨어입니다.
Wealthbox의 최신 버전은 2024-07-05에 발표 된 2.7.19. 처음 2023-10-22에 데이터베이스에 추가 되었습니다.
다음 운영 체제에서 실행 되는 Wealthbox: iOS.
Wealthbox 사용자 5 5 등급으로 평가 했다.
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