Wealthbox is a companion mobile app designed specifically for financial advisors who use the web-based Wealthbox CRM. This comprehensive CRM app allows you to effortlessly manage your client relationships and stay informed about activities within your firm.
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
- Receive push notifications to stay updated
- Redesigned Contact Record page with "Quick Actions" such as click-to-call, email, and photo uploading
- Redesigned calendar offering month, 4-day, and single day views
- A "Today View" that highlights upcoming items requiring attention
- Activity Stream to view updates and collaborate with others
- Portfolio integrations for seamless management
- Contact Management feature to keep track of important client notes
- Task Management tool to efficiently organize your practice
- Calendaring with iCal support for easy scheduling
- Opportunity Management feature to effectively manage your business
- Project Management tool to organize any project efficiently
- Full data-sync with the web-based Wealthbox CRM for seamless access and consistency
Overview
Wealthbox is a Freeware software in the category Business developed by Starburst Labs, Inc..
The latest version of Wealthbox is 2.7.19, released on 07/05/2024. It was initially added to our database on 10/22/2023.
Wealthbox runs on the following operating systems: iOS.
Users of Wealthbox gave it a rating of 5 out of 5 stars.
Pros
- User-friendly interface for easy navigation and use.
- Customizable dashboard for personalized experience.
- Robust contact management system to easily organize client information.
- Integration with popular third-party applications like Outlook and Google Calendar.
- Mobile app available for on-the-go access.
- Secure data encryption to ensure privacy and protection of sensitive information.
Cons
- Limited customization options beyond the dashboard.
- Some users may find the software features to be overwhelming, especially when first starting out.
- May be more expensive compared to other similar CRM software options.
- Reporting capabilities may be lacking for some users' needs.
- Customer support may not always be responsive or helpful in resolving issues.
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