Wealthbox

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 up...

📱 Category: Business

👨‍💻 Developer: Starburst Labs, Inc.

💰 Price: Free to download

⭐ Rating: 4.8/5 from 1,453 users

🏷️ Genres: ["Business"]

🔞 Age Rating: 4+

📦 Size: 39 MB

🔢 Version: 2.8.0

📅 On App Store: 7 years

🌍 Languages: 1