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Wealthbox

The Wealthbox app is a financial advisory tool created to assist financial advisors in managing their client relationships. It provides a central location that allows users to view, manage, and keep up-to-date on client information and activities. The Wealthbox app helps advisors manage their time, clients, and clients' accounts more efficiently. The app offers a "Today View" that shows upcoming tasks that need to be completed immediately, task management, calendar management, portfolio management, and integration with Google Maps. It also has a contact record that makes it easy to call, email, and take pictures of clients.