Wealthbox 2.10.3 - App Store

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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

Version History • Bug fixes & performance improvements 2.10.3 1d ago • Bug fixes & performance improvements 2.10.2 May 29 • Bug fixes & performance improvements 2.10.1 May 20 • Bug fixes & performance improvements 2.10.0 May 15 • Bug fixes & performance improvements 2.9.23 May 13 • Bug fixes & performance improvements • Enhancements to the mobile share experience 2.9.19 Apr 9 • Bug fixes & performance improvements 2.9.17 Apr 1 Audio Recording Uploads Upload audio recordings to Wealthbox directly from your device. Tap Share on any recording, select Wealthbox, and send it to an existing meeting or create new one. 2.9.16 Mar 31 • Rebuilt in-person notetaker with native iOS audio recording • Improved reliability during interrupted or long-running meetings • No longer dependent on browser-based audio handling — smoother, more consistent transcription throughout your meeting 2.9.10 Mar 19 • Bug fixes & performance improvements 2.8.0 12/19/2025 • Fixed an issue on iPads where certain record types (such as Tasks, Workflows, and Events) could appear blank 2.7.29 10/22/2025 • Bug fixes & performance improvements 2.7.26 07/03/2025 • Support for upcoming task management enhancements • Bug fixes & performance improvements 2.7.23 02/03/2025 • Bug fixes & performance improvements 2.7.21 09/17/2024 • Bug fixes & performance improvements 2.7.19 06/18/2024 • Bug fixes & performance improvements 2.7.14 02/22/2024 • Bug fixes & performance improvements 2.7.10 09/29/2023 • Bug fixes & performance improvements 2.7.6 08/21/2023 Introducing Caller ID! • You can now enable Wealthbox as a source for caller identification. • Once enabled, incoming calls will be identified based on your Wealthbox contacts. 2.7.5 08/17/2023 • Bug fixes & performance improvements 2.7.2 06/20/2023 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 2.6.9 12/13/2022 • Fix an iOS 16 bug where titles were missing from a view's navigation bar 2.4.36 09/25/2022 • Fixed a bug where Two-Factor Authentication codes would change after the app was re-opened 2.4.31 08/10/2022 • Fixed a bug where occasionally the screen would be blank white when the app was brought back to the foreground which in some cases would prevent any app content from loading. 2.4.25 05/26/2022 • Bug fixes & performance improvements 2.4.16 03/01/2022

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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 2.10.3 and it was updated on 2026-06-13 01:50:05. See below the changes in each version.

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