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 841–860 of 1,000 ranked alternatives.

  1. BECMA app icon

    BECMA

    EventBK Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  1. Veuz CRM app icon

    Veuz CRM

    Veuz Concepts Private Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  2. Moconavi app icon

    Moconavi

    recomot,Inc.

    Sync data securely across platforms

    Enable secure business communication by integrating with cloud services and on-premise systems. Access email, calendars, contacts, and CRM tools without data leakage. View Office files as PDFs for safe browsing.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-08
  3. Results app icon

    Results

    Results Software, LLC

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  4. targetcrm app icon

    targetcrm

    EXCELLENCE CONSULTANCY SERVICES

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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