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 461–480 of 1,000 ranked alternatives.
Property Raptor
Sinoway Smart Properties Limited
Manage leads, match clients, email properties
Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
CRMDialer
INTEGRATED REPORTING IS SIMPLE LLC
Track calls, update leads, sync CRM
Track sales performance with call logging and lead updates. Sync mobile and desktop apps to a central CRM. Set task reminders and upload notes or files. Capture photos and manage follow-ups while on the go.
Persona FS
TEMPUS LUXURY, LLC
Capture fingerprints and upload records
Capture high-resolution fingerprints using a Bluetooth scanner. Create decedent records and securely upload fingerprints to a CRM system. Streamline record-keeping for funeral homes and cremation centers.
D-EDGE Staff Companion
D-EDGE SAS
Follow client requests with the app.
The app allows staff to follow client requests made through the D-EDGE CRM application. D-EDGE CRM provides hotel clients with information and services on their devices.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.