12月2日的Wealthbox应用程序分析
Wealthbox
- Wealthbox
- Google Play 商店
- 免费
- 商业
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:
• A “Today View” that surfaces upcoming items that require your attention
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Portfolio integrations
• Access Google Maps on Contacts for turn-by-turn directions
• Redesigned calendar for month, 4-day, and single day views
• Simple and secure login with support for Autofill & Smart Lock
• Activity Stream to view updates and collaborate
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with support for Google Calendar 2-way sync
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM
Wealthbox 使用排名
使用率排名基于 Similarweb 的算法,该算法会计算 28 天内的当前安装量和活跃用户数。
所有品类在
美国--
商业在
美国#1,392
每日活跃用户数量
查看Wealthbox动态下载量和日常活跃用户,以便分析Wealthbox用户的使用模式
用户
查看Wealthbox动态下载量和日常活跃用户,以便分析Wealthbox用户的使用模式
解锁每日活跃用户数10月11月12月
动态Wealthbox排名统计
Wealthbox的 Similarweb 使用排名和Google Play 商店排名
使用排名
排名
用户兴趣点和热门类别
Wealthbox 用户使用的热门类别和应用程序
十二月 2, 2025