Wealthbox 2.7.19

Starburst Labs, Inc. – Freeware – iOS
out of 989 votes

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.

Screenshots (Click to view larger)

Latest Updates

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Latest Version
2.7.19

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