Wealthbox
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Wealthbox
Wealthbox

Wealthbox

App Size: 13 MB
Release Date: 10 de jan. de 2019
Price: FREE
5
1 Ratings
Size
13 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
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
• Push notifications
• 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
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Wealthbox 2.4.25 Update
10 de jan. de 2019 Version History
• Fixed a bug where occasionally the screen would be blank white when the app was brought back to the foreground which in some cases would prevent any app content from loading.

~Starburst Labs, Inc.
More Information about: Wealthbox
Price: FREE
Version: 2.4.25
Compatibility: Requires Requer o iOS 13 or later
Bundle Id: com.starburstlabs.wealthbox
Size: 13 MB
Genre: Business
Release Date: 10 de jan. de 2019
Last Update: 10 de jan. de 2019
Content Rating: 4+
Developer: Starburst Labs, Inc.
Language: Inglês -
All Apps & Games Created by: Starburst Labs, Inc.
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