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 541–560 of 1,000 ranked alternatives.
MeasureSquare CRM
Measure Square Corp.
Log leads, send quotes, secure approvals
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
电建贸服ERP
勇 朱
Manage business data and processes efficiently
Manage business operations with integrated ERP, CRM, and financial modules. Track supply chain and project progress. Monitor business data, generate reports, and perform statistical analysis. Streamline company management and workflow processes.
Sign4Compliance
Blue Grotto Technologies, Inc.
Sunshine Act Compliance for Meetings Events
The app helps meet Sunshine Act mandates by capturing registrant information, identification, meeting costs, and attendance data. It includes an NPI look-up and signature capture for electronic storage and reporting.
Bluetick Digital Business Card
Bluetick Network LLP
Share contact info instantly
Create and share cards with customizable templates. Include product/service catalogs, images, and PDFs. Track contacts and manage networking connections. Export cards in multiple formats and share via email or social media.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.