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.

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.

Screenshots (Click to view larger)

BasisCode Compliance

The mobile version of the BasisCode Compliance application provides a streamlined interface for managing compliance-related tasks on iOS devices.

BNI Timer

Effortlessly Manage Your Networking Meetings with BNI Timer

CellTrust SL2

CellTrust SL2: Enhancing Secure Communications

EAInterviews

The EAInterviews Shine App provides an accessible platform for engaging with the Expert Authority Effect™ Interviews and associated content.

Ed Slott’s Elite IRA Advisor

Current members of Ed Slott’s Elite IRA Advisor GroupSM gain access to exclusive member-only content and notifications, such as timely announcements, member resources, a directory, multimedia, modules, Outflow, and more.

Fusion MobileConnect

Streamlined Communication on the Go with Fusion MobileConnect

Latest Version
2.7.19

Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

	Art Unlock Your Creativity with Art by Fogware Publishing
	8-Bit Armies Nostalgic Strategy Reimagined in 8-Bit Armies
	boxes Innovative Design Tool for Efficient Organization
	eduVPN Client Secure and Easy Access to Educational Networks with eduVPN Client
	o2 Cloud Seamless Cloud Solutions with o2 Cloud by O2-De
	Gorn Brutal Gladiatorial Combat in VR Delivers an Unforgettable Experience

Most Popular Downloads

	UpdateStar Premium Edition Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
	Microsoft Edge A New Standard in Web Browsing
	Google Chrome Fast and Versatile Web Browser
	Microsoft Visual C++ 2015 Redistributable Package Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Visual C++ 2010 Redistributable Essential Component for Running Visual C++ Applications
	Microsoft OneDrive Streamline Your File Management with Microsoft OneDrive