Wealthbox

2.10.13

Starburst Labs, Inc.

4.81

1,615 reviews

Free

Download from the App Store

About Wealthbox

Wealthbox is an overall app developed by Starburst Labs, Inc..

Download Statistics

User Ratings

Wealthbox is rated 4.81 out of 5 stars. The rating is based on 1.6 thousand ratings.

App Information

Wealthbox is FREE to download. The APK download size is 39.94 MB. The latest version available is 2.10.13. The last update was on August 4, 2026.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play January 2019.

Description

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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More data about Wealthbox

Price	Free to download
Rating	4.81 based on 1.6 thousand ratings
Ranking	Not ranked
Version	2.10.13
App download size	39.9 MB
Suitable for	Everyone

Alternative downloads for the Wealthbox app

Changelog of Wealthbox

No changelog data

Developer information for Starburst Labs, Inc.

Starburst Labs, Inc.

Address:

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App Store Rankings for Wealthbox

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Technologies used by Wealthbox

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