Wealthbox CRM

Wealthbox CRM is the companion app to web-based CRM for financial advisors.

Wealthbox CRM is the companion mobile app to web-based Wealthbox CRM for financial advisors.

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