Wealthbox vs Hey Quin

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

Quin is your smart executive assistant—handling meetings, follow-ups, and CRM updates so you can focus on what matters most. It works in a human-like way: understanding context, taking action, and following through across your tools. Quin takes work off your plate automatically: • Joins meetings and generates clear, structured notes • Triages your inbox and drafts personalized replies and follow-ups based on real conversations • Updates your CRM without manual entry • Surfaces key insights before and after meetings • Runs workflows in the background so nothing slips through the cracks How it works Connect your calendar, email, and CRM. Quin operates quietly in the background—capturing context, making decisions, and keeping everything up to date. No prompts. No busywork. No chasing notes. Built for relationship-driven work Quin is designed for advisors, sales teams, and professionals who manage relationships and need to move fast without dropping the ball. Why Quin • Save hours every week on admin work • Never miss a follow-up • Keep your CRM clean and accurate automatically • Walk into every meeting prepared Quin doesn’t just assist—it follows through.