Waste of time
Waste of time
Good
Good
Empowering 💯
Educating and Empowering families financially 1X1
Best
Changed my family life
WBU
Changed my life. I’m so glad I dropped outta college for this lol.
Free
About
This app helps users efficiently manage business operations, including branches, contacts, team members, and client records. It offers tools for policy management, appointment scheduling with reminders, and detailed sales performance analysis through charts and reports.
✓Manage branches and contacts
✓Manage team members
✓Manage client and prospect records
✓Schedule appointments and set reminders
✓Manage insurance policies
✓Sales performance analysis charts
✓Policy form management
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+1
What's New in Wealth Builder University
19.4
July 16, 2026
Bugs Fixed
User reviews
FAQ
What does the Wealth Builder University app do?
The Wealth Builder University app provides an intuitive interface to help users efficiently manage various business operations. It allows for the management of branches, contacts, team members, client records, and insurance policies, along with tools for sales analysis and reporting.
How do I get started with the Wealth Builder University app?
To begin using the Wealth Builder University app, users need to obtain login details from their SMD (Sales Management Department or similar). Once logged in, you can access and manage all features.
What are the key features for managing clients and sales?
The app allows you to manage complete records of your clients and prospects. It also offers multiple statistics with attractive charts and detailed data for quick analysis of your sales performance, helping you follow up with existing clients and increase sales.
Is the Wealth Builder University app free to use?
Based on the provided information, the app is available for free. There are no mentions of subscription fees, in-app purchases, or advertisements.
Can I manage insurance policies with this app?
Yes, the app supports the management of all insurance policies and various types of insurance products. You can also manage policy forms, including downloading, sharing, and viewing them.
