2.7.19 Safe to install
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.
FAQ
What is Wealthbox?
Wealthbox is a customer relationship management (CRM) software designed specifically for financial advisors and wealth management firms.
What features does Wealthbox offer?
Wealthbox offers features such as account management, task management, workflow automation, client communication tools, and reporting capabilities.
Is Wealthbox user-friendly?
Yes, Wealthbox is known for its intuitive interface that is easy to navigate for users of all skill levels.
Can Wealthbox be integrated with other software?
Yes, Wealthbox can integrate with various financial tools and applications including accounting software, financial planning tools, and email platforms.
Does Wealthbox provide mobile access?
Yes, Wealthbox offers a mobile app that allows users to access their CRM on the go.
What kind of support does Starburst Labs, Inc. offer for Wealthbox?
Starburst Labs, Inc. provides customer support through email, chat, and phone, along with an extensive knowledge base and training resources.
Is there a free trial available for Wealthbox?
Yes, Wealthbox typically offers a free trial period for new users to explore the software before committing to a subscription.
How are user data and privacy handled in Wealthbox?
Wealthbox takes user data privacy seriously and implements strong security measures to protect sensitive information.
What is the cost of using Wealthbox?
Wealthbox operates on a subscription model with different pricing tiers based on the number of users and additional features required.
Who can benefit from using Wealthbox?
Wealthbox is designed primarily for financial advisors, wealth management firms, and other professionals in the finance industry looking to improve client relationship management.
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