Laatste versie
2.7.19 Veilig te installeren
2.7.19 Veilig te installeren
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
Overzicht
Wealthbox is Freeware software in de categorie Business ontwikkeld door Starburst Labs, Inc..
De nieuwste versie van Wealthbox is 2.7.19, uitgegeven op 05-07-2024. Het werd aanvankelijk toegevoegd aan onze database op 22-10-2023.
Wealthbox draait op de volgende operating systems: iOS.
Gebruikers van Wealthbox gaven het een beoordeling van 5 op 5 sterren.
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