Name: Wealthbox
Rating: 5 (2 reviews)
Author: Starburst Labs

Description

Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app.
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
• Push notifications
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Redesigned calendar for month, 4-day, and single day views
• A “Today View” that surfaces upcoming items that require your attention
• Activity Stream to view updates and collaborate
• Portfolio integrations
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with iCal support
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM

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Screenshots

Wealthbox FAQ

Is Wealthbox free?

Yes, Wealthbox is completely free and it doesn't have any in-app purchases or subscriptions.
Is Wealthbox legit?

🤔 The Wealthbox app's quality is mixed. Some users are satisfied, while others report issues. Consider reading individual reviews for more context.

Thanks for the vote
How much does Wealthbox cost?

Wealthbox is free.
What is Wealthbox revenue?

To get estimated revenue of Wealthbox app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

5 out of 5

2 ratings in South Africa

Ratings History

Wealthbox Reviews

Love it❤️

Kicks Salesforce butt!

Could be better

I checked out Capsule (they are a new CRM )that’s pretty basic but they’re interface and layout is fantastic. Wealthbox is much richer and robust but the layout is not as intuitive and I can’t even find settings to increase something as basic as the font size. On the app, it is so tiny you can barely read it. With a few minor tweaks, I think it could be one of the best out there.

Great system

Really appreciate the flexibility and ease of use. We have a new hire joining and I know that he’ll be able to get up to speed very quickly.

Great CRM app!

Great app!

Terrible

This is terrible crm Literally almost anything is better. Just a collection of napkins would work better than this

Best-In-Class Mobile CRM

Love this CRM!

No Face ID???

Would be great if they could get this working

Love this software

So happy we switched from Redtail!

Great CRM, intuitive, one annoying thing

My team and I love WealthBox. We are a small advisory firm (3 advisors, 3 support) and find the overall structure highly intuitive and easy to use. It is the center of our workdays now. We use workflows and tasks for nearly everything we do. There is one piece that is annoying for us, and they have indicated they can’t easily fix this. The software is organized under individuals contacts, not households, and this produces dozens of small-medium things that don’t work how we want them to. We have little workarounds, but if I were starting from scratch with a CRM software for advisors (like they did), I would definitely make the household the core organizing foundation.

Beautiful

Super user friendly! Beautiful platform with all the features and functions to run a small or large firm.

Store Rankings

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Wealthbox Installs

Last 30 days

-1

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Wealthbox Revenue

Last 30 days

$-1

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Wealthbox

CRM for Financial Advisors

Description

Screenshots

Wealthbox FAQ

Is Wealthbox free?

Is Wealthbox legit?

How much does Wealthbox cost?

What is Wealthbox revenue?