Wealthbox 2.7.19

Wealthbox 2.7.19

Starburst Labs, Inc. – Freeware – iOS
989
最新版本
2.7.19
image/svg+xml EXCELLENT User Rating

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

概述

Wealthbox 是在由Starburst Labs, Inc.开发类别 Business Freeware 软件。

最新版本是 Wealthbox 的 2.7.19 2024/07/05 上释放。 它最初被添加到我们的数据库 2023/10/22 上。

Wealthbox 在下列操作系统上运行: iOS。

用户 Wealthbox 5 个 5 星的评分,给了它。

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