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