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:

• 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