Wealthbox 2.7.19

Starburst Labs, Inc. – Freeware – iOS
从 989 票

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。

截图（点击查看大）

相关产品

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.

▼ ▲

最新版本
2.7.19

安全和免费下载UpdateStar检查

保持最新
与UpdateStar免费。

评测

	Calibre 使用 Calibre 轻松组织和管理您的电子书库。
	Ubisoft Connect Ubisoft Connect：使用 Ubisoft 的官方平台增强您的游戏体验
	MiniTool Partition Wizard Free 使用 MiniTool Partition Wizard Free 轻松管理您的磁盘分区
	AOMEI Backupper AOMEI Backupper：可靠的备份和恢复解决方案
	EASEUS Data Recovery Wizard 使用 EASEUS 数据恢复向导轻松恢复丢失的数据。
	FastStone Image Viewer FastStone Image Viewer：一款多功能且快速的图像查看软件。

最热门的下载

	UpdateStar Premium Edition UpdateStar Premium Edition：管理軟體更新的實用工具 UpdateStar Premium Edition 是一種軟體管理工具，旨在通過確保您的程式是最新的，説明您的 PC 保持最佳狀態。它可以處理從掃描過時軟體到提供個人化推薦，甚至備份您的配置以便在需要時恢復設置的所有事情。仔細查看自動更新功能：此功能會自動掃描您的電腦以查找過時的程式，只需按下即可説明您更新它們。無需再尋找每個應用程式的最新版本。軟體資料庫： UpdateStar …
	Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package 是 Microsoft 创建的軟體元件。它為使用者提供了運行使用 Visual Studio 2015 創建的應用程式所需的運行時元件。此可再發行元件組件組件旨在使開發人員能夠更輕鬆地在系統上部署其應用程式，而不必擔心是否已安裝所需的運行時元件。該包包括 Microsoft 基礎類（MFC）、Visual C++ CRT 和標準 C++ 等庫。如果沒有這些庫，使用 …
	Microsoft Edge Microsoft Edge是由Microsoft開發的Web瀏覽器，旨在成為市場上其他流行瀏覽器的輕量級和快速替代品。Microsoft Edge 於 2015 年推出，取代 Internet Explorer 成為 Windows 操作系統上的預設瀏覽器。 Microsoft Edge的主要功能之一是它與Microsoft的虛擬助手Cortana的集成。這允許使用者在不離開瀏覽器視窗的情況下執行搜索、設置提醒並獲取問題的答案。在性能方面，Microsoft Edge …
	Google Chrome Chrome 是 Google 開發的網路瀏覽器。它的特點是速度快，功能多。
	Microsoft Visual C++ 2010 Redistributable 評論：Microsoft Visual C++ 2010 Redistributable by Microsoft Microsoft Visual C++ 2010 Redistributable 是由 Microsoft 開發的軟體應用程式，它為使用 Microsoft Visual C++ 2010 構建的程式提供運行時元件。在未安裝 Visual C++ 2010 的電腦上執行使用此版本的 Visual …
	Microsoft Update Health Tools Microsoft Update Health Tools 是由 Microsoft Corporation 開發的軟體應用程式，可説明使用者解決和修復與設備上的 Windows Update 相關的問題。作為 Microsoft 對改善 Windows 更新體驗的持續承諾的一部分，更新運行狀況工具旨在簡化診斷和解決更新相關問題的過程。 Microsoft 更新運行狀況工具的一個關鍵功能是它能夠檢測可能阻止 Windows …