Wealthbox

com.starburstlabs.wealthbox_android.prod

View detailed information for Wealthbox — ratings, download counts, screenshots, pricing and developer details. See integrated SDKs and related technical data.

Total installs
5.2K(5,207)
Rating
4.5(49 reviews)
Released
June 11, 2019
Last updated
September 19, 2025
Category
Business
Developer
Wealthbox
Developer details
Name
Wealthbox
E-mail
support+android@wealthbox.com
Website
unknown
Country
unknown
Address
unknown
Android SDKs
Wealthbox Header - AppWisp.com

Screenshots

Wealthbox Screenshot 1 - AppWisp.com
Wealthbox Screenshot 2 - AppWisp.com
Wealthbox Screenshot 3 - AppWisp.com
Wealthbox Screenshot 4 - AppWisp.com

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:

• 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