Wealthbox
CRM for Financial Advisors
App details
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App description
Android App Analysis and Review: Wealthbox, Developed by Wealthbox. Listed in Business Category. Current Version Is 2.7.113, Updated On 27/06/2025 . According to users reviews on Google Play: Wealthbox. Achieved Over 5 thousand Installs. Wealthbox Currently Has 131 Reviews, Average Rating 4.5 Stars
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:
• A “Today View” that surfaces upcoming items that require your attention
• Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading
• Portfolio integrations
• Access Google Maps on Contacts for turn-by-turn directions
• Redesigned calendar for month, 4-day, and single day views
• Simple and secure login with support for Autofill & Smart Lock
• Activity Stream to view updates and collaborate
• Contact Management to track notes about clients
• Task Management to organize your practice
• Calendaring with support for Google Calendar 2-way sync
• Opportunity Management to manage business
• Project Management to organize anything
• Full data-sync with web-based Wealthbox CRM
We are currently offering version 2.7.113. This is our latest, most optimized version. It is suitable for many different devices. Free download directly apk from the Google Play Store or other versions we're hosting. Moreover, you can download without registration and no login required.
We have more than 2000+ available devices for Samsung, Xiaomi, Huawei, Oppo, Vivo, Motorola, LG, Google, OnePlus, Sony, Tablet ... with so many options, it’s easy for you to choose games or software that fit your device.
It can come in handy if there are any country restrictions or any restrictions from the side of your device on the Google App Store.
Changelog / What's New
• Bug fixes & performance improvements