Wealthbox vs GeoWealth

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

This app is designed exclusively for Financial Advisors that utilize the GeoWealth platform and their clients. View consolidated investment information and documents on the go with GeoWealth’s app. As a Financial Advisor, View your Assets Under Management, Asset Flows and trading Service Requests across your book of business Access your Households, Clients, Prospects, and Groups and all related Account details, including asset allocation, performance, portfolios, holdings, and transactions Search across Households, Clients, Prospects, and Groups to view contact information and access each contact’s documents As a Client of a Financial Advisor that uses GeoWealth: View your Account details, related activity, and performance information See asset allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app Access documents shared to you by your Financial Advisor GeoWealth’s app is only available by invite from your Financial Advisor. If you already have access, download the app and log in to get started today.= ABOUT GEOWEALTH GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution built specifically for the needs of modern RIAs. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and offload mid-and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. Learn more at geowealth.com.