iPhone app 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,

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