| File type | APK |
|---|---|
| Version | 1.1 |
| Publisher | Wealthbox |
| Release date | Oct 26, 2019 |
| Date added | Oct 26, 2019 |
| Os requirements | Android |
| Requirements | Requires Android 7.0 and up |
| Total downloads | 0 |
| Price | Free |
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:
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
