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 861–880 of 1,000 ranked alternatives.

  1. Volkslift app icon

    Volkslift

    Volkslift-Schindler Elevator Co., Ltd.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-30
  2. 网店管家 app icon

    网店管家

    Hangzhou Jackyun Network Technology Company Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-10-07
  1. Al Muhasebe app icon

    Al Muhasebe

    MSMERDAN BILISIM HIZMETLERI SANAYI VE TICARET LIMITED SIRKETI

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  2. Voicebooth Desktop Companion app icon

    Voicebooth Desktop Companion

    Voicebooth Limited

    Control account functionality from desktop.

    The app provides extended account control for users, including speed dial management and temporary call forwarding activation. It integrates with browsers and applications to initiate calls from embedded numbers on web pages or within CRM systems.

    ★ 0.00 ratingsProductivityFreeData updated 2026-11-07
  3. EzeIQ app icon

    EzeIQ

    EZERX HEALTH TECH PRIVATE LIMITED

    Track sales reps' locations and schedules

    Sales leaders track field reps' locations, schedules, and client meeting notes. Sales reps receive daily schedules, meeting check-ins, and manager communication. Managers view meeting durations and discussion topics to monitor activities.

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

    DBS

    ALEXIS SOULIER

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-16
  5. KCN CRM app icon

    KCN CRM

    ISD INTELLIGENT SOFTWARE DEVELOPMENT CORPORATION

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  6. Spectra-CRM app icon

    Spectra-CRM

    Spectra Technovision India Private Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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