Type | Variant | ||||
---|---|---|---|---|---|
2.3.56 56 APK | |||||
Size: 6.73 MB Certificate: ca09387c0f55bbf6928774b019c617ca65a0a47a SHA1 signature: 357e8004296416ceaff13511c08031eb63abe4fb Architecture: universal Screen DPI: nodpi Device: laptop, phone, tablet |
Download Wealthbox APK free
CRM for Financial Advisors
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
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
Show more
What´s new
• Bug fixes & performance improvements
More info
Updated in
2022-05-19
Size
6.73 MB
Current version
2.3.56
Requires Android
7.0 and up
Content Rating
Everyone
Offered By
Wealthbox
Developer [email protected]