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)

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Senaste versionen
2.7.19

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