Wealthbox vs Kestra 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

Kestra Events is your all-in-one tool for planning and navigating your event experience. Find out where to go next, discover who else is attending, and learn more about event sponsors. In the app, you can: •Access Multiple Events: Easily view and manage all the Kestra events you’re attending from a single app. •Agenda: Explore the conference schedule, including breakout sessions, keynotes, and general sessions. •Speakers: Get detailed information about the speakers featured at the event. •Sponsors: Learn more about the event sponsors and their contributions. With Kestra Events, you'll have everything you need to make the most of your event experience.