Wealthbox vs TOOLKIT CRM

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

TOOLKIT CRM keeps your client relationships and daily work within reach. Built for financial professionals and their teams, the mobile companion app connects to your organization’s existing TOOLKIT account so you can stay organized wherever your day takes you. • Manage your calendar and appointments. • Create, update and complete tasks. • Access and update client contacts and accounts. • Capture notes and attach photos or documents. • Keep your work connected with the TOOLKIT web app.