Wealthbox
iOS app by Starburst Labs, Inc.. Business · Starburst Labs, Inc.
- Store rating
- 4.8 / 5
- Store rating count
- 1650
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 2.10.16
- Listing last refreshed
- 2026-09-14
View the original store listing
Store description excerpt
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
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