Wealthbox
CRM for Financial Advisors
Free
2.7.14for iPhone, iPad and more
9.5
939 Ratings
Starburst Labs, Inc.
Developer
27.7 MB
Size
Feb 22, 2024
Update Date
Business
Category
4+
Age Rating
Age Rating
Wealthbox Screenshots
About 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
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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What's New in the Latest Version 2.7.14
Last updated on Feb 22, 2024
Old Versions
• Bug fixes & performance improvements
Show More
Version History
2.7.14
Feb 22, 2024
• Bug fixes & performance improvements
2.7.10
Sep 29, 2023
• Bug fixes & performance improvements
2.7.6
Aug 21, 2023
• Bug fixes & performance improvements
2.7.5
Aug 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.
• You can now enable Wealthbox as a source for caller identification.
• Once enabled, incoming calls will be identified based on your Wealthbox contacts.
2.7.2
Jun 20, 2023
• Bug fixes & performance improvements
2.6.9
Dec 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
• 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
2.4.36
Sep 25, 2022
• Fix an iOS 16 bug where titles were missing from a view's navigation bar
2.4.31
Aug 10, 2022
• Fixed a bug where Two-Factor Authentication codes would change after the app was re-opened
2.4.25
May 26, 2022
• Fixed a bug where occasionally the screen would be blank white when the app was brought back to the foreground which in some cases would prevent any app content from loading.
2.4.16
Mar 1, 2022
• Bug fixes & performance improvements
2.4.15
Dec 3, 2021
• Fix app loading on iPhone 12 Pro Max and 13 Pro Max
• Fix logout functionality on iPad
• Fix logout functionality on iPad
2.4.13
Nov 30, 2021
Bug fixes & performance improvements
2.4.5
Oct 6, 2021
• Bug fixes & performance improvements
2.4.0
Aug 26, 2021
Push Notifications are here!
• Stay up-to-date on all of your Wealthbox activity with push notifications delivered straight to your device
• Receive mobile alerts for all of your current in-app notifications like event invites, task assignments, notes, and more
• Tap on any notification to be brought directly to that resource within Wealthbox
• Opt-in by going to the Notifications tab and clicking "Allow" on the subsequent prompt
• Stay up-to-date on all of your Wealthbox activity with push notifications delivered straight to your device
• Receive mobile alerts for all of your current in-app notifications like event invites, task assignments, notes, and more
• Tap on any notification to be brought directly to that resource within Wealthbox
• Opt-in by going to the Notifications tab and clicking "Allow" on the subsequent prompt
2.3.8
Jun 7, 2021
• Bug fixes & performance improvements
2.3.2
Apr 8, 2021
• Bug fixes
• Performance improvements
• Performance improvements
2.2.1
Oct 14, 2020
• Improved interface when working with dates in Events, Tasks, and Workflows
• Bug fixes & other enhancements
• Bug fixes & other enhancements
2.1.4
Jul 16, 2020
• Bug fixes
2.1.3
Jul 11, 2020
* Bug fixes & performance improvements
2.1.2
Jul 7, 2020
• Bug fixes
2.1.1
Jul 1, 2020
• Bug fixes
2.1
May 8, 2020
We improved the experience of working with events, tasks, workflows, and opportunities within a newly redesigned interface. This updated design supports swipe gestures and streamlines working with your records.
2.0
Mar 30, 2020
We improved the experience of working with events, tasks, workflows, and opportunities within a newly redesigned interface. This updated design supports swipe gestures and streamlines working with your records.
1.3.0
Feb 12, 2020
• Bug fixes & performance improvements
1.2.4
Dec 23, 2019
• Bug fixes
Wealthbox FAQ
Click here to learn how to download Wealthbox in restricted country or region.
Check the following list to see the minimum requirements of Wealthbox.
iPhone
Requires iOS 14.0 or later.
iPad
Requires iPadOS 14.0 or later.
iPod touch
Requires iOS 14.0 or later.
Wealthbox supports English
