Wealthbox vs L.E.A.D Network

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

L.E.A.D — Local Entrepreneurs & Dealmakers — is the member app for our private referral network of trusted local businesses who pass real work to each other. YOUR DIGITAL BUSINESS CARD Build a card with your headshot, business, tagline, and tap-to-call contact info. Link your Facebook, Instagram, LinkedIn, X, TikTok, and YouTube — they appear as tappable buttons on your card. YOUR PERSONAL QR CODE Your card carries your own QR code. Anyone who scans it lands on your public profile where they can call you, save your contact to their phone (photo included), leave a testimonial, or send you a lead. Every scan is tracked to your account. REFERRALS THAT GET COUNTED Pass referrals to fellow members, thank members for closed business (TYFCB), log your one-to-one meetings and education credits, and register visitors for the next meeting — all in a few taps. KNOW YOUR NUMBERS Your dashboard shows this week's activity and your 6-month, 12-month, and lifetime totals: referrals given and received, closed business, revenue, visitors, and CEUs. FIND YOUR PEOPLE Browse the member directory, search by service or category, and open any member's profile to connect. L.E.A.D membership is by application and admin approval. One business per specialty — when your seat is taken, it's taken. Apply at leadreferralnetwork.com.