Wealthbox 2.7.19

Starburst Labs, Inc. – Freeware – iOS
av 989 röster

Senaste versionen
2.7.19 Säkert att installera

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

Översikt

Wealthbox är en Freeware programvara i den kategorin Företag utvecklats av Starburst Labs, Inc..

Den senaste versionen av Wealthbox är 2.7.19, släppt på 2024-07-05. Det lades ursprungligen till vår databas på 2023-10-22.

Wealthbox körs på följande operativsystem: iOS.

Användare av Wealthbox gav det betyget 5 av 5 stjärnor.

Screenshots (Klicka för större)

Relaterade produkter

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.

▼ ▲

Senaste versionen
2.7.19

Säkert och gratis nedladdningar kontrolleras av UpdateStar

Håll dig uppdaterad
med UpdateStar freeware.

Senaste recensionerna

	RS Photo Recovery Enkel fotoåterställning med RS Photo Recovery
	3DEXPERIENCE Marketplace for SOLIDWORKS Revolutionera din designprocess med 3DEXPERIENCE Marketplace för SOLIDWORKS!
	File Magic Lås upp kraften i alla filformat med File Magic!
	CMS400 Effektivisera din innehållshantering med CMS400 från Elektronikko LLC
	MSI APP Player Maximera din spelupplevelse med MSI APP Player!
	Code::Blocks Kod::Block: En robust IDE för C/C++-utveckling

Populäraste nerladdningar

	UpdateStar Premium Edition Att hålla din programvara uppdaterad har aldrig varit enklare med UpdateStar Premium Edition!
	Microsoft Visual C++ 2015 Redistributable Package Öka din systemprestanda med Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Edge En ny standard för webbsurfning
	Google Chrome Snabb och mångsidig webbläsare
	Microsoft Visual C++ 2010 Redistributable Viktig komponent för att köra Visual C++-applikationer
	Microsoft Update Health Tools Microsoft Update Health Tools: Se till att ditt system alltid är uppdaterat!