價格：免費
更新日期：2019-02-15
檔案大小：15.3 MB
目前版本：1.1.0
版本需求：需要 iOS 11.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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.
What’s new in this update:
• 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 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 Face ID, Touch ID, and Password Autofill
Notable Features:
• Activity Stream to view updates and collaborate
• 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
支援平台：iPhone, iPad