Wealthbox vs Concurrent Advisors Portal

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

Concurrent Advisors is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We are currently one of the largest and fastest-growing registered investment advisors (RIAs) in the country. We provide the foundation, scale, and resources to allow advisors to focus on their clients. Collaboration is in our DNA, and we consistently come together throughout the year to share ideas and resources – and form true partnerships. The CA Portal further enables strategic opportunities through powerful collaboration. Our secure app enables efficient document sharing, messaging, and video conferencing with other advisor members in our network. Use the CA Portal app to access resources, view important documentation, schedule and attend meetings, and more.