Wealthbox 2.7.19

Wealthbox 2.7.19

Starburst Labs, Inc. – Freeware – iOS
out of 989 votes
Latest Version
2.7.19
image/svg+xml EXCELLENT User Rating

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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