Wealthbox

Name: Wealthbox
Availability: InStock
Rating: 4.46999979019165 (135 reviews)
Author: Wealthbox

4.5

135 Rezensionen

5 Tsg.+

Downloads

Jedes Alter

Über diese App

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:

• A “Today View” that surfaces upcoming items that require your attention
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Portfolio integrations
• Access Google Maps on Contacts for turn-by-turn directions
• Redesigned calendar for month, 4-day, and single day views
• Simple and secure login with support for Autofill & Smart Lock
• Activity Stream to view updates and collaborate
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with support for Google Calendar 2-way sync
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM

Aktualisiert am

28.10.2025

Datensicherheit

Was die Sicherheit angeht, solltest du als Erstes verstehen, wie Entwickler deine Daten erheben und weitergeben. Die Datenschutz- und Sicherheitspraktiken können je nach deiner Verwendung, deiner Region und deinem Alter variieren. Diese Informationen wurden vom Entwickler zur Verfügung gestellt und können jederzeit von ihm geändert werden.