Wealthbox

Wealthbox

CRM for Financial Advisors

Business
24 reviews

Details about Wealthbox

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Developer of Wealthbox

Starburst Labs, Inc.
⭐️4.8 / 5
Rating↘︎
🙌1.1K
Ratings
📼8 scs
Media↘︎
📦~ in 2 months
Updates frequency↘︎
📝2+ topics
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🗣❌ unsupported
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Version History of Wealthbox

2.7.21

September 17, 2024

• Bug fixes & performance improvements

2.7.19

June 18, 2024

• Bug fixes & performance improvements

2.7.14

February 22, 2024

• Bug fixes & performance improvements

2.7.10

September 29, 2023

• Bug fixes & performance improvements

2.7.6

August 21, 2023

• Bug fixes & performance improvements

2.7.5

August 17, 2023

Introducing Caller ID! • You can now enable Wealthbox as a source for caller identification. • Once enabled, incoming calls will be identified based on your Wealthbox contacts.

More

2.7.2

June 20, 2023

• Bug fixes & performance improvements

2.6.9

December 13, 2022

Share your contacts! • Wealthbox contact sharing allows you to save your Wealthbox contacts to the Contacts app on your phone so that your client's information appears on your caller ID • Share your Wealthbox contacts with anyone you'd like through Messages, Mail, or any other supported app

More

2.4.36

September 25, 2022

• Fix an iOS 16 bug where titles were missing from a view's navigation bar

2.4.31

August 10, 2022

• Fixed a bug where Two-Factor Authentication codes would change after the app was re-opened

Price History of Wealthbox

Description of 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 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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Wealthbox: FAQ

Is Wealthbox iPad-compatible?

Yes, Wealthbox can be used on an iPad.

Who built the Wealthbox app?

Wealthbox was created by Starburst Labs, Inc..

What should be the minimum iOS version for Wealthbox?

The Wealthbox app currently supports iOS 14.0 or later.

How do users rate Wealthbox?

Wealthbox has an excellent rating of 4.8 out of 5.

What is the primary genre of the Wealthbox app?

The Primary Genre Of The Wealthbox App Is Business.

Which version of the Wealthbox app is the latest one?

The newest version of Wealthbox is 2.7.21.

When did the new Wealthbox update happen?

The most recent update for Wealthbox was released on October 1, 2024.

When did Wealthbox first launch?

The release date of the app was on February 5, 2023.

What is the content advisory rating for Wealthbox?

Suitable for children aged 4 and up, contains no objectionable material.

What languages does Wealthbox support?

You can use the Wealthbox app in English.

Is Wealthbox part of the Apple Arcade gaming experience?

No, Wealthbox is not on Apple Arcade.

Is Wealthbox integrated with in-app purchases?

No, Wealthbox does not integrate in-app purchases for users.

Does Wealthbox support Apple Vision Pro compatibility?

No, Wealthbox does not support compatibility with Apple Vision Pro.

Does Wealthbox include ads as part of its experience?

No, Wealthbox does not include ads as part of its experience.

Screenshots of Wealthbox

Wealthbox screenshot #1 for iPhone
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Wealthbox screenshot #3 for iPhone
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Wealthbox screenshot #7 for iPhone
Wealthbox screenshot #8 for iPhone
iphone
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Reviews of Wealthbox

Leave a Review Wealthbox
★★★★★

  • Very good CRM

    Excellent design. Better than Redtail and light years ahead of Salesforce. Support a bit uppity about requests of some accessibility items.
    WBX defend your brand! Several apps using versions/colors of your logo and the WealthBox name.
    FriscoCFPFriscoCFP

  • 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.
    Show less
    IsthatDanIsthatDan

  • 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.
    wants real rapwants real rap
See 21 more reviews
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