Последняя версия
2.7.19 Сейф для установки
2.7.19 Сейф для установки
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
Обзор
Wealthbox — это Freeware программное обеспечение в категории Бизнес, разработанное Starburst Labs, Inc..
Последняя версия Wealthbox-2.7.19, выпущенный на 05.07.2024. Первоначально он был добавлен в нашу базу данных на 22.10.2023.
Wealthbox работает на следующих операционных системах: iOS.
Пользователи Wealthbox дал ему Рейтинг 5 из 5 звезд.
Скриншоты (Нажмите, чтобы увеличить)
Связанные продукты
BNI Timer
The BNI Timer is an official app for BNI® (Business Networking International). Update: In response to user feedback, the app now allows users to set custom times utilizing a pioneering time-setting feature.
CellTrust SL2
CellTrust SL2™ is an enterprise-level application designed to provide a secure solution for maintaining a separation between personal and business communications on a single device through the assignment of a secure Mobile Business …
EAInterviews
The EAInterviews Shine App provides an accessible platform for engaging with the Expert Authority Effect™ Interviews and associated content.
Ed Slott’s Elite IRA Advisor
Current members of Ed Slott’s Elite IRA Advisor GroupSM gain access to exclusive member-only content and notifications, such as timely announcements, member resources, a directory, multimedia, modules, Outflow, and more.
Fusion MobileConnect
Fusion MobileConnect offers a comprehensive solution that seamlessly integrates connectivity, instant messaging, and collaboration applications.
ID Theft Defense
ID Theft Defense provides comprehensive identity protection and monitoring services, aimed at safeguarding members against the risk of identity theft and fraud.
Intulse App
Empower your organization with unparalleled, effortless management of your phone system in real-time using our innovative application.
Midland+
The Midland+ platform offers an integrated solution for managing new business processes within the Midland National Annuity Division. This resource centralizes pre-sale materials and essential tools, streamlining operations for users.
Pareto Systems
The financial services industry demands a strategic approach to client acquisition and retention. For professionals seeking to enhance their practice, it is essential to consider the following objectives: Consistently attracting and …
Redtail Speak
Redtail Speak provides a compliant avenue for text messaging clients and facilitating real-time collaboration with staff.
TalkIt+ by Mobile Assistant
Note-taking made simple. Modernizing the way individuals capture and review ideas, thoughts, and discussions is the ethos behind Mobile Assistant.
Workplace - work_connected
Optimize your productivity by using workplace_ during your most efficient working hours. Sync your work email, contacts, and calendar on your iPhone or iPad. Browse, preview, and edit work files using other applications.Последние обзоры
|
ALShow
ALShow: бесплатный и удобный медиаплеер |
|
|
Spam Reader
Эффективно управляйте своим почтовым ящиком с помощью Spam Reader |
|
|
PDF-Tools
Расширьте возможности редактирования PDF с помощью PDF-инструментов от Tracker Software Products Ltd |
|
|
Passport Photo Maker
Легко создавайте профессиональные фотографии на паспорт дома с помощью Passport Photo Maker |
|
|
CloudClippy
CloudClippy: Улучшите управление буфером обмена |
|
|
Video Converter
Легко конвертируйте свои видео с помощью Video Converter от SourceTec |
|
UpdateStar Premium Edition
Обновлять программное обеспечение еще никогда не было так просто с UpdateStar Premium Edition! |
|
Microsoft Visual C++ 2015 Redistributable Package
Повысьте производительность системы с помощью распространяемого пакета Microsoft Visual C++ 2015! |
|
Microsoft Edge
Новый стандарт в просмотре веб-страниц |
|
Google Chrome
Быстрый и универсальный веб-браузер |
|
Microsoft Visual C++ 2010 Redistributable
Необходимый компонент для запуска приложений Visual C++ |
|
Microsoft Update Health Tools
Средства обновления работоспособности Майкрософт: убедитесь, что ваша система всегда обновлена! |
Люди
Последние обновления
Skype for Business Basic 2016 16.0.18730.20186
Skype for Business Basic 2016 by Microsoft Corporation is a powerful communication tool designed for business users. This software application offers a wide range of features to help streamline collaboration and improve productivity among …
TikTok Now 6.6.1
TikTok Now is a new social platform introduced by TikTok. It provides a platform to share genuine moments with your closest connections. TikTok Now allows users to upload a daily video or photo simultaneously with their friends.
Idle Reptile Empire-Evolution 0.9
Delve into expansive wild landscapes and assume control of a realistic crocodile in this engaging animal simulation. The game invites players to adopt a virtual pet destined to become a formidable predator within marshes and aquatic …
BILD ePaper App 3.8.0
Experience the comprehensive digital BILD world with the BILD ePaper App, offering all digital editions of BILD and BILD am SONNTAG.
Mentoor - University 1.29.1
Mentoor is a comprehensive application aimed at university students seeking to organize and monitor their study efforts effectively.
