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 581–600 of 1,000 ranked alternatives.
Auric Capital
Auric Capital Partners LLC
Manage client portfolios and communications
Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.
CloudCC CRM
Beijing CloudCC.com Technology Co., Ltd.
Intelligent customer relationship management system for business.
The app offers mobile customer relationship management to help users attract and close more deals. It enables users to connect with customers, acquire, retain, and delight them while on the move.
Recruit CRM
Workforce Cloud Tech, Inc
Manage candidates and track job postings
Manage candidates, clients, and contacts. Share job listings on a website. Send and receive emails. Parse resumes from emails. Post jobs automatically. Set email triggers. Perform boolean searches. Track job board postings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.