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Wealthbox

Wealthbox

1.2.4 for iPhone, iPad
Free
0

0 Ratings

Release Date

2019-12-23

Size

14.9 MB

Screenshots for iPhone

More Screenshots for iPad
Wealthbox Description
Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app.

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
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Redesigned calendar for month, 4-day, and single day views
• A “Today View” that surfaces upcoming items that require your attention
• Activity Stream to view updates and collaborate
• Portfolio integrations
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with iCal support
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM
Wealthbox 1.2.4 Update
2019-12-23 Version History
• Bug fixes
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More Information
Price:
Free
Version:
1.2.4
Size:
14.9 MB
Genre:
Business
Release Date:
2019-12-23
Language:
English
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