Wealthbox 2.7.14
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Free Version
Publisher Description
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
Feb 22, 2024
Version 2.7.14
• Bug fixes & performance improvements
About Wealthbox
Wealthbox is a free app for iOS published in the Office Suites & Tools list of apps, part of Business.
The company that develops Wealthbox is Starburst Labs, Inc.. The latest version released by its developer is 2.7.14.
To install Wealthbox on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-02-22 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Wealthbox as malware if the download link is broken.
How to install Wealthbox on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Wealthbox is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Wealthbox is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
