Leave a Review Wealthbox
Beautiful
Super user friendly!
Beautiful platform with all the features and functions to run a small or large firm.CEM_@#
Worthless mobile app
I do not know where they get these high ratings for WealthBox. Support is responsive. Email only. But they rarely understand the problem.p31146
Developer Response
Hey there! Sorry to see you're having trouble with this feature of the app. Please contact support@wealthbox.com and we'll be happy to get this working for you!Essentially a web app.
No customization of bottom tabs.
Multiple clicks to see contact info.
Multiple clicks to add a task.
Multiple clicks to see recent activity.
Not everyone uses every function. Let us customize it.ChicagoLK
Keeps crashing on iphone
Started out great but now works inconsistently. I never know if it will be up and available, or not.hpthomas2020
Developer Response
Hi there, sorry to hear about the issue you’re experiencing with the app — we’re happy to help get it resolved for you. Would you mind reaching out to us at support@wealthbox.com with some details about the issue you’re experiencing so we can work with you to troubleshoot? Thanks!Game-Changer!
Wealthbox has completely changed my perspective on CRM systems. I highly recommend this platform to any financial advisor looking for integrative tools and ease of use!Cstackhouse
Has Potential, Needs Polish
Lots of potential, it needs polish. The dashboard screen reloads too often, and and also very often the app takes forever to login when opened even requiring multiple attempts to force quit the app and reopen it.Mk2ja
Developer Response
Hi there, thanks for the feedback and for letting us know about the issue you were facing when logging into the Wealthbox app. With your feedback, we were able to release an update that resolves the login issue for yourself and other users experiencing it. Please feel free to update to the latest version of Wealthbox and give it a try for yourself. We’ll keep your feedback about the dashboard in mind for future updates as well. Thanks again!Logging in
Been having trouble for several weeks with Wealthbox saying I am already logged in, but when I search, the Face ID will sometimes open to log me in. Other times it just sits there as a blank screen and I have to force close the app and reopen it to work.
Now with the iOS 15.0.1 update, Wealthbox won’t open. It sits at a blank screen. I have force closed the app many times and it sits as a blank screen. Going to have to contact support tomorrow to figure this out.Show lesstc2000chartreader
Developer Response
Hey there, thanks for letting us know about the trouble you were having logging into the Wealthbox app. Using your feedback, we were able to release an update that resolves the login issue for yourself and other users experiencing it. Please feel free to update to the latest version of Wealthbox and give it a try for yourself. If you're still experiencing an issue when searching within Wealthbox, reach out to support@wealthbox.com and we'd be happy to assist you there. Thanks again!Good CRM - glitchy app
Someone else mentioned that it feels like not much money is being added to the app. I would say the same about the program (other than adding more integrations). I like it (better than most other CRM programs I’ve tried) but it could be so dynamite with a few changes and updates. The app is fine but very glitchy. Many times when I open it from my phone (iPhone 12 max) it won’t load. Just shows a blue screen. I completely get out and go back in and the same thing happens. I have to wait like an hour and try again. Very frustrating when I want to update my calendar…Show lessNicGeo555
Developer Response
Hey there, thanks for the feedback about the blue screen after opening the Wealthbox app on a 12 Pro Max. Thanks to your feedback, we were able to fix this problem that yourself and others were experiencing. Please feel free to update to the latest version of Wealthbox and give it a try for yourself! If you've got feature requests for the app, we'd love to hear about them at support@wealthbox.com. Thanks again!Could be better
I’ve been using Wealth Fox for nearly 10 years. The amount that they spend updating things is disappointing. This app probably hasn’t been updated in three years. It’s outdated and needs a overhaul.Mxracer317
Horrible phone app
What can I say, the phone app is horrible. I like the program on the computer, but the phone app is completely lame. You can’t even check a client’s DOB.RLHnTX
