Wealthbox
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Wealthbox
Wealthbox

Wealthbox

CRM for Financial Advisors

App Size: 27.7 MB
Release Date: Jan 10, 2019
Price: FREE
4.8
925 Ratings
Size
27.7 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
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
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Wealthbox 2.7.14 Update
Feb 22, 2024 Version History
• Bug fixes & performance improvements

~Starburst Labs, Inc.
More Information about: Wealthbox
Price: FREE
Version: 2.7.14
Compatibility: Requires Requires iOS 14 or later
Size: 27.7 MB
Genre: Business
Release Date: Jan 10, 2019
Last Update: Feb 22, 2024
Content Rating: 4+
Developer: Starburst Labs, Inc.
Language: English -

All Apps & Games Created by: Starburst Labs, Inc.

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