Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Click "Invite your team" from the dashboard and add your team members’ email addresses. You can add an unlimited number of employees to your account.
Your team members will need to download the time-tracking app and start using it to track the time spent on work items. Company owners, administrators, and managers do not need to install Monitask, as data is accessible via the web-based real-time dashboard.
Project management features allow you to assign projects to team members and review work hours associated with each project and task.
Use Live Dashboard to review online employees, their time entries, screenshots, activity levels, and internet usage
Monitask analyzes time and data across your company. After you use the software for several weeks, it generates comprehensive reports so that you can analyze and identify bottlenecks, employee productivity, and processes.