Wealthbox vs Advisors Excel 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

Download the Advisors Excel event app for the inside track on all the details of our amazing AE Events. With just one download, you’ll have access to great content and features including: Personalized Agendas- Access your unique schedule, speaker bios, videos and content. Important Announcements- Get up to date information about off-site activities, transportation and special offers. Social Networking- Interact with conference exhibitors and engage with other attendees. Maps- Find details on all the different locations for check in, meals and breakout sessions. Access to events is by invite only. Please direct any questions to Advisors Excel at 866-363-9595.