Wealthbox vs Iron Forums

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

Iron Forums is the private community app for faith driven business leaders committed to growing together. ACCOUNTABILITY THAT STICKS Complete your monthly Snapshot, reflect on the areas that matter most, and share your progress with your forum or Snapshot group. Ask IF, YOUR AI GUIDE Reflect with Ask IF, an AI assistant grounded in the Iron Forums teaching library. Explore thoughtful questions, work through your Snapshot, set Grow Goals, and find members who can help. GROW GOALS Turn reflection into action. Create meaningful goals, check in regularly, and track your progress over time. YOUR FORUM, ORGANIZED View upcoming meetings, connect through messaging, share prayer requests, and browse the member directory. TEACHING LIBRARY Explore curated teachings and resources designed to support personal, spiritual, and professional growth. An existing Iron Forums account is required to sign in.