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Wealthbox Mobile

Investment, trading and wealth · by Wealthbox

A companion mobile application for iOS and Android that provides access to Wealthbox CRM features, including notes, tasks, events, and workflows, on the go.

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What it does

A companion mobile application for iOS and Android that provides access to Wealthbox CRM features, including notes, tasks, events, and workflows, on the go.

  • Client relationship management
  • Workflow automation
  • Email synchronization
  • Meeting note transcription
  • Opportunity pipeline tracking
  • Task and project management
  • Compliant data archiving
Category
Investment, trading and wealth
Built for
Financial services and insurance
Users
Financial Advisors, Enterprise Firms, Banks & Credit Unions, Family Offices and 2 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0
  • Subscription$59/user/month

Free trial on paid plans

Prices as published by Wealthbox, checked Oct 2026.

Security and compliance

No security details published yet

Wealthbox hasn't published certifications or security practices for Wealthbox Mobile that we could find. Ask their team for audit reports.

Reviews

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