Wealthbox

Features Wealthbox

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