Wealthbox vs Inflows

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

Inflows: Elevating Professional Networking for Registered Investment Advisors and Registered Affiliates Inflows is the exclusive networking platform designed specifically for US Registered Investment Advisors and registered affiliates who are looking to stay ahead in an industry often cluttered with distractions. With Inflows, engage with a like-minded community in a private, purpose-built space. - Investment Professional Engagements: Connect with financial advisors, asset managers and financial service providers in a platform tailored for real, industry-focused interaction. - Real-Time Discussions: Participate in insightful discussions that keep you updated on the latest trends and best practices in the investment field. - Exclusive Insights: Access user-generated content from thought leaders and influencers to enrich your understanding and expertise. - Microblogging: Enjoy a walled-garden environment designed for professional conversations, giving you a space to share insights and engage with your peers. - Events & Calendar: Create events, send invites, and manage commitments with our built-in event and calendar tools, ensuring you and your followers never miss an important gathering. - Connections: Discover RIAs open to succession planning, strategic partnerships, job opportunities, and collaborations. Join Inflows today and become part of an exclusive, elevated community dedicated to continuous learning, meaningful exchanges, and professional excellence. Here, the heartbeat of the US Registered Investment Advisory community thrives, and your path forward is redefined. Welcome to Inflows—where your exclusive network begins.