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Wealthbox

CRM for Financial Advisors

Simple and secure login with support for Face ID, Touch ID, and Password Autofill

Wealthbox para iPhone é um negócio aplicativa especialmente projetado para ser completo wealthbox aplicativa.

Baixar aplicativo
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

Relacionada: Financial Issues Stewardship: The FISM (Financial Issues Stewardship Ministries) app is the home of the program Financial Issues with Dan Celia

Wealthbox análises de vídeo passo a passo

1. Webinar Replay: Financial Planning Visualization CRM with the Asset-Map and Wealthbox Integration

2. How to Use Lead Pilot Wealthbox CRM to Boost Productivity and Lead Gen

Baixe Wealthbox grátis para iPhone e iPad

Para baixar arquivos IPA, siga estas etapas.

Etapa 1: baixe o aplicativo Apple Configurator 2 para o seu Mac.

Observe que você precisará ter o macOS 10.15.6 instalado.

Etapa 2: faça login em sua conta da Apple.

Agora você precisa conectar seu iPhone ao seu Mac via cabo USB e selecionar a pasta de destino.

Passo 3: Baixe o arquivo Wealthbox arquivo IPA.

Agora você pode acessar o arquivo IPA desejado na pasta de destino.


Download from the App Store