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:
• 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
Previous Versions
Here you can find the changelog of Wealthbox since it was posted on our website on 2019-09-14 23:53:10.
The latest version is 2.7.106 and it was updated on 2024-04-22 16:23:26. See below the changes in each version.
Wealthbox version 2.7.106
Updated At: 2024-02-02
Changes: • Bug fixes & performance improvements
Wealthbox version 2.7.98
Updated At: 2023-08-22
Changes: • Fixed a bug where push notifications were not being received on new installs to Android 13 devices
Wealthbox version 2.7.96
Updated At: 2023-07-17
Changes: Fixed a bug with file uploads and downloads on devices running Android 13
Wealthbox version 2.5.85
Updated At: 2022-11-14
Changes: Fix occasional crash when opening certain types of notifications
Wealthbox version 2.1.35
Updated At: 2020-10-14
Changes: . Improved interface when working with dates in Events, Tasks, and Workflows
. Bug fixes & other enhancements
Wealthbox version 2.0
Updated At: 2020-06-22
Changes: We improved the experience of working with events, tasks, workflows, and opportunities within a newly redesigned interface.
This update also expands support for interacting with your files stored on Wealthbox and more tightly integrates with other apps on your phone to view or edit your documents.
Wealthbox version 1.1
Updated At: 2019-09-13
Disclaimer
Official Google Play 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 Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
The Google Play 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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