SignalWealth

SignalWealth is the CRM built for financial advisors and insurance agents, and this is its companion app for your iPhone. Your day, your clients and your texts, wherever you are. TODAY See today's appointments and the tasks that are due, join a Zoom meeting in one tap, and check tasks off as you go. CONTACTS Search your whole book by name, email or phone. Open a client to call, text or email them, see their key dates such as birthdays and policy anniversaries, read past notes and add a new one (tap the mic on your keyboard to dictate after a meeting). TEXTS Two-way texting on your firm's own business number. Reply to clients, use your saved texts, and every message is kept on the client's record. STUDIO Approve or reject the videos and articles SignalWealth made for you, with the wording check right there, so content keeps going out while you're away from your desk. NOTIFICATIONS Get…