Wealthbox vs One Seven

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 OneSeven app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics. OneSeven app Features for Clients: - View OneSeven newsfeed - Attend scheduled Zoom calls with your team - Communicate directly with your team via Direct Messenger - Gain insights into the market and various financial planning topics curated by OneSeven - View OneSeven Blog Posts, Newsletters and Podcasts with a single click - Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team - Invite your family and friends to gain knowledge from professionals you trust.