CoreNexa vs Wealthbox

Leverage the power of your business phone through your iPhone or iPad - anywhere, anytime. By using your iPhone or iPad, you can make and receive calls from your business phone, access your voicemail, business directories, recent calls, conference bridges and other valuable features, such as virtual attendant. Some key benefits of the mobile app include the following: · Making calls using your business calling plan and your business caller ID · Receiving calls made to your business phone number on the app · Being able to extension dial co-workers · Using the shared contacts directory and having access to all extensions in the company · Viewing recent calls · Clicking to dial back any of your recent callers · One-click to dial your conference bridges as a moderator or attendee · Listening to your voicemail · Updating your voicemail greetings · Managing virtual attendant schedules, including the ability to override your current schedule · Updating your virtual attendant greetings To Use this App: · Download and install the app on your iPhone or iPad · Sign-in using your phone system portal username and password NOTE: If you need more information or can’t log in, check with your service provider to see if you have the necessary permissions to use this application.

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