About Wealthbox
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....
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
Feb 22, 2024
Version 2.7.14
• Bug fixes & performance improvements
Previous Versions
Here you can find the changelog of Wealthbox since it was posted on our website on 2021-12-14 11:34:18.
The latest version is 2.7.14 and it was updated on 2024-04-19 22:56:15. See below the changes in each version.
Wealthbox version 2.7.14
Updated At: 2024-02-22
Changes: Feb 22, 2024
Version 2.7.14
• Bug fixes & performance improvements
Wealthbox version 2.7.10
Updated At: 2023-09-29
Changes: Sep 29, 2023
Version 2.7.10
• Bug fixes & performance improvements
Wealthbox version 2.7.6
Updated At: 2023-08-21
Changes: Aug 21, 2023
Version 2.7.6
• Bug fixes & performance improvements
Wealthbox version 2.7.2
Updated At: 2023-06-20
Changes: Jun 20, 2023
Version 2.7.2
• Bug fixes & performance improvements
Wealthbox version 2.6.9
Updated At: 2022-12-13
Changes: Dec 13, 2022
Version 2.6.9
Share your contacts!
• Wealthbox contact sharing allows you to save your Wealthbox contacts to the Contacts app on your phone so that your client's information appears on your caller ID
• Share your Wealthbox contacts with anyone you'd like through Messages, Mail, or any other supported app
Wealthbox version 2.4.31
Updated At: 2022-08-10
Changes: Aug 10, 2022 Version 2.4.31
• Fixed a bug where Two-Factor Authentication codes would change after the app was re-opened
Wealthbox version 2.4.16
Updated At: 2022-03-01
Changes: Mar 1, 2022 Version 2.4.16
• Bug fixes & performance improvements
Wealthbox version 2.4.15
Updated At: 2021-12-03
Changes: Dec 3, 2021 Version 2.4.15
• Fix app loading on iPhone 12 Pro Max and 13 Pro Max
• Fix logout functionality on iPad
Disclaimer
Official App Store Link
We do not host Wealthbox on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for Wealthbox is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
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