Wealthbox app icon

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.

by Starburst Labs, Inc.★ 4.81,651 ratingsBusinessFreeData updated 2026-09-16

Wealthbox screenshots

Ranked alternatives

Showing 341–360 of 1,000 ranked alternatives.

  1. ZipperAgent app icon

    ZipperAgent

    Zyprr, Inc.

    Manage clients, market properties, close deals

    Manage client interactions with contact tracking and communication tools. Schedule appointments and send notifications. Monitor listings with detailed property information. Track sales progress and generate reports.

    ★ 5.05 ratingsBusinessFreeData updated 2026-09-11
  2. Fusion24x7 app icon

    Fusion24x7

    Agami Technologies Private Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  1. SmartShare Mobile 7.8 app icon

    SmartShare Mobile 7.8

    EASI

    Collaborative software integrated with IBM Notes.

    The app extends the SmartShare experience to mobile devices. It offers solutions for CRM, HRM, and Document Management, integrating with IBM Notes.

    ★ 1.02 ratingsProductivityFreeData updated 2026-11-01
  2. Home Link app icon

    Home Link

    STAR X TECHNOLOGY SOLUTIONS PTY LTD

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  3. DDRM app icon

    DDRM

    DDRM Software Solutions LLC

    ★ 4.73 ratingsProductivityFreeData updated 2026-09-06
  4. CCAgents – Mobile2CRM Solution app icon

    CCAgents – Mobile2CRM Solution

    Spikko Telecom LTD

    Sync calls and contacts with CRM

    Manage business communications by integrating cellphone interactions with CRM and ERP systems. Log calls and messages, sync with call recording tools, and access AI-based analytics.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-14
  5. Workiom app icon

    Workiom

    Workiom, Inc.

    Track progress and share data securely

    Manage tasks and workflows by automating processes and assigning ownership. Track progress using multiple views including calendars and maps. Filter and display data efficiently. Share data and leave comments for team collaboration.

    ★ 5.03 ratingsProductivityFreeData updated 2026-09-20
  6. Buildr: The Precon Platform app icon

    Buildr: The Precon Platform

    Buildr, LLC

    Manage preconstruction tasks and projects

    Manage preconstruction tasks with team collaboration tools. Track contacts and stay connected with clients. Organize project pursuits and streamline communication across the team.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.