Apps Like Wealthbox for iPhone and iPad
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Wealthbox screenshots
Ranked alternatives
Showing 241–260 of 1,000 ranked alternatives.
Vault CRM
Veeva Systems
Track leads and manage customer interactions
Manage customer relationships with contact tracking, activity logging, and task management. Access product information and sales tools. Schedule and manage appointments. Share insights with team members. Sync data across devices.
vablet
Meiotic Inc
Access content, stay informed, sell smarter
Business "Access and manage marketing content from a central hub. Share files with sales reps securely. View usage analytics and track engagement metrics. Sync content across devices for offline access."
Phynx
STRYD Inc.
Manage events, track guests, and handle accounting
Manage guest lists and ticketing with real-time analytics. Track sales and expenses through integrated accounting tools. Monitor customer interactions via CRM features. Organize promoter activities and offer VIP table reservations.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.