Wealthbox vs Impact Events

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

The Impact Events App is here to help make your event or trip with us a more seamless and enjoyable experience each and every time. You'll have access to features like: - Agendas to help make sure you're always on time and in the right location. -Floor plans to help you navigate to the proper space. -Information about speakers and sponsors. -Contact information of the Impact team and other attendees to network and connect. -And so much more!