Wealthbox CRM
Gotham Tech Labs
1.0 4.2mb

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


- 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

Content rating: Rated 4+

Requires OS: 7.0

Supported Devices:
- iPad
- iPhone
- iPod Touch

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