Wealthbox
CRM for Financial Advisors
App info
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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.
What's New
• Bug fixes & performance improvements
Rate and review on Google Play store
Total number of installs (*estimated)
Estimation of total number of installs on Google Play, Approximated from number of ratings and install bounds achieved on Google Play.
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Recent Comments
Rich Eddy
Mediocre and buggy. I really want to like this. I really need to like this. But there are usability issues with the Android app that compound the usability issues with the underlying service. It seems many issues have gone uncorrected. Too many missing features. Hoping for improvement.
Louis Czerwinski (Lou)
App is pretty well done. Would be great to have some additional features such as automatic call logging from mobile phone based on the incoming number which could automatically bring a screen up to enter a note. Also instead of widgets for Android would be nice. Specifically a widget for tasks
A Google user
Almost perfect. I would go 4.75 stars. It's so intuitive and easy to use that there is almost no learning curve to adopt. The app is slick too. Also they are always pushing to improve and actually listen to feedback. It's my 3rd CRM, and my last!
Kenneth Tucker
I haven't found anything that the app can't do for my practice. I don't need to use the app often, but it's almost flawless when I do.
Larry Mengerink
This app does a good job syncing, but as a phone app, it could be better. If a meeting or task is scheduled, you're not notified on the app that something must be done. Very frustrating and hopefully something that is addressed in future updates.
A Google user
Props for finally getting us Android users a fully functional app that mostly does everything the desktop app does. I've been using it and it's been working fast and easy. Better late than never. Thanks guys!
A Google user
Awesome tool for my financial services practice. Switched from Hubspot. Not five stars because it could use more integration, such as email marketing, booking system, and SMS sending. But other than that it is awesome!
Peter Finn
Fully functional mobile app. Able to take notes right after client meetings or put in tasks on the road. Edit: two and a half years into using Wealthbox and I totally love it and the app. It is way better than the crm my old big box firm used.