Wealthbox 4+

Name: Wealthbox
Author: Starburst Labs, Inc.

Starburst Labs, Inc.

- Gratis

Opis

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

22 lut 2024

Wersja 2.7.14

• Bug fixes & performance improvements

Deweloper (Starburst Labs, Inc.) wskazał, że zasady ochrony prywatności w aplikacji mogą obejmować opisane poniżej metody przetwarzania danych. Aby dowiedzieć się więcej, zapoznaj się z zasadami ochrony prywatności dewelopera.