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-tur…
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
Comparable Android apps
The five apps in Business with the closest revenue to Wealthbox. Click any to see its detail page.
Each forecast combines App Store rating, ratings count, monetisation model, pricing tier, IAP signals and ad-supported flag.
The base estimate is then multiplied by a per-category scaling factor learned from apps with founder-verified MRR.
Every number on this page comes from public APIs and bumetric's own snapshot history.
Full methodology covers input variables, accuracy bands per category and how we treat apps without comparable anchors.
See also the live data on Wealthbox's tracker page for current rating, reviews and snapshot timeline.
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