# Wealthbox — CRM for Financial Advisors > Financial advisor CRM for client management and practice organization. (iPhone/iPad app by Starburst Labs, Inc..) - Source: https://appshunter.io/ios/app/wealthbox/id1448255830 (this page in markdown: same URL + `.md`) - Developer: [Starburst Labs, Inc.](https://appshunter.io/developer/876563909) - Category: Business - Price: Free - Rating: 4.80/5 from 1,620 App Store ratings · 38 written reviews indexed - Age rating: 4+ - Requires: iOS 17.6 · 40 MB - Languages: American English - Released: 2019-01-10 - Data updated: 2026-08-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/wealthbox/id1448255830/reviews.md ## What is 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 ## Key features - Client relationship management - Contact management with quick actions - Redesigned calendar and task management - Activity stream for collaboration - Secure login with biometric support - Portfolio integrations ## What do users think of Wealthbox? Overall sentiment: positive **Pros** - 🚀 Game changer - 👍 Great interface - 👍 Intuitive and easy to use - 👍 Excellent design - 👍 Flexible and easy to use - 👍 Beautiful platform with all the features **Cons** - 🐛 Constantly crashes - 🐛 Problems loading and glitches - 🐛 Paid integration not working - 🐛 Horrible phone app - 🐛 Cumbersome to use vs browser version - 🐛 Freezes after login - 🐛 Worthless mobile app **Commonly reported bugs** - Paid integration not working for 2 months - Phone app crashes, freezes, or doesn't load - App freezes 5 seconds after login **Most requested features** - Better integration with phone, maps, etc. - Customizable bottom tabs - Ability to increase font size - Email-only app with advanced features ## Recent user reviews (10 of 38) All indexed reviews: https://appshunter.io/ios/app/wealthbox/id1448255830/reviews.md ### 1/5 — Support is Horrible *2026-06-10* We had to fire RedTail. We hired Wealthbox because they seem to be the best option. The conversion was easy. But whenever we have a tech problem, you get caught in a tailspin of email support. There is no phone number to call where you can get a quick and easy fix. You have to spend hours going back and forth over emails in an attempt to fix the problem. Oh, and their “event” feature is atrocious. RedTail had lots of problems, but their event feature was excellent. And “events” are critical for a financial advisory firm. ### 5/5 — More than a CRM *2026-05-28* Best CRM I’ve worked with over my 30+ yr career! Keeping the team in the loop at all times! ### 3/5 — Glorified web app *2026-05-14* It is pretty apparent when using this app that it’s just a web app in a native wrapper. Better integration with Phone, or Maps, etc. would be nice to show it is actually native. Or better yet an interface that is clearly native with Liquid Glass or something along those lines. ### 1/5 — PAID email integration hasn’t worked in 10 months *2026-04-13* 10 Months in with the same problem. Title says it all. They’re either incompetent or don’t care. This has already been brought to support’s attention with no solution offered. **Developer response:** Hi there! Sorry to see you're having trouble with the app. Please contact support@wealthbox.com and we'll be happy to look into this for you! ### 3/5 — Face ID Issues *2026-02-23* The Face ID gives the Opps Something Went Wrong constantly. Has been doing this for a while now with no fix. Uninstalled and it still does this. Was working fine and now does not. Several folks in our office are having the same issue. **Developer response:** Hi there! Sorry to see you're having trouble with Face ID. Please contact support@wealthbox.com and we'll be happy to look into this for you! ### 5/5 — Game changer *2026-01-15* Where has this been in 12 years as an advisor? Great work Wealthbox. You have enabled us to serve our clients at a higher level. ### 3/5 — Glorified web app *2025-12-16* It is pretty apparent when using this app that it’s just a glorified web app. Better integration with Phone, or Maps, etc would be nice to show it is actually native. Or better yet an interface that is clearly native. ### 3/5 — So close.. *2025-11-18* Great interface but it constantly crashes, has problems loading, and glitches. **Developer response:** Hi there! Sorry to see you're having trouble with the app. Please contact support@wealthbox.com and we'll be happy to look into this for you! ### 1/5 — PAID integration hasn’t worked in 2 months *2025-11-17* Title says it all. They’re either incompetent or don’t care. This has already been brought to support’s attention with no solution offered. **Developer response:** Hi there! Sorry to see you're having trouble with the app. Please contact support@wealthbox.com and we'll be happy to look into this for you! ### 5/5 — No brainer for old and new! *2025-10-21* Unlike the alternative CRM we all know and dislike, WealthBox is easy to learn and use the breadth of features without “coaching calls” to teach you how to hack the pentagon to get a clients DOB! Simple menu system enables quick location of tools and features without mastering a myriad of complex clicks and layered hidden menus. I loved WealthBox when I first logged in years ago and watch them continue to innovate and drive other CRM’s bonkers trying to keep up. For me, ridding myself of that old tired tech liberated note talking and saved me time everyday. If you dread entering records or notes- give this one a look. ## Frequently asked questions about Wealthbox ### What does Wealthbox do? Wealthbox is a mobile CRM application designed for financial advisors. It helps you manage your client relationships, track firm activities, and organize your practice. The app syncs seamlessly with the web-based Wealthbox CRM. ### What are the key features of Wealthbox? Key features include secure login with biometric support, contact management with quick actions like click-to-call and photo uploading, a redesigned calendar with multiple views, a 'Today View' for urgent items, an activity stream for collaboration, and tools for task, opportunity, and project management. ### Is Wealthbox free to use? The Wealthbox mobile app is free to download and use. It serves as a companion to the web-based Wealthbox CRM, which may have its own subscription model. The app itself does not have ads or in-app purchases. ### What devices is Wealthbox compatible with? Wealthbox is a mobile application, implying compatibility with iOS and Android devices. It is designed to sync data with the web-based Wealthbox CRM, suggesting it works across platforms where the web version is accessible. ### How can Wealthbox help financial advisors manage their practice? Wealthbox streamlines practice management by providing tools for client contact management, scheduling appointments, tracking tasks, managing business opportunities, and organizing projects. The activity stream also facilitates collaboration within the firm. ## Version history (last 5 releases) ### 2.10.16 — 2026-08-14 • Bug fixes & performance improvements ### 2.10.15 — 2026-08-12 • Notetaker stability improvements • Fix bug affecting Two-Factor Authentication ### 2.10.13 — 2026-08-04 • Bug fixes & performance improvements ### 2.10.11 — 2026-07-30 • Bug fixes & performance improvements ### 2.10.10 — 2026-07-23 • Bug fixes & performance improvements ## Apps similar to Wealthbox | App | Rating | Price | Category | | --- | --- | --- | --- | | [Redtail CRM](https://appshunter.io/ios/app/redtail-crm/id1088069067) | 4.6 (675) | Free | Business | | [Zocks](https://appshunter.io/ios/app/zocks/id6443466353) | 4.6 (32) | Free | Business | ## Related topics [wealthbox](https://appshunter.io/ios/topics/wealthbox) · [wealthbox crm](https://appshunter.io/ios/topics/wealthbox-crm) · [adviceworks client access](https://appshunter.io/ios/topics/adviceworks-client-access) · [box financial advisors](https://appshunter.io/ios/topics/box-financial-advisors) · [geometric wealth advisors](https://appshunter.io/ios/topics/geometric-wealth-advisors) · [arthanomics](https://appshunter.io/ios/topics/arthanomics) · [adp lyric hcm](https://appshunter.io/ios/topics/adp-lyric-hcm) · [coutts crown dependencies](https://appshunter.io/ios/topics/coutts-crown-dependencies) · [crm financial](https://appshunter.io/ios/topics/crm-financial) · [axos advisor services](https://appshunter.io/ios/topics/axos-advisor-services) · [orion wealth management portal](https://appshunter.io/ios/topics/orion-wealth-management-portal) · [rolex advisor](https://appshunter.io/ios/topics/rolex-advisor) · [charles schwab advisor center](https://appshunter.io/ios/topics/charles-schwab-advisor-center) · [risk management advisors](https://appshunter.io/ios/topics/risk-management-advisors) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-26.*