Companion Mobile App

Full-featured CRM for the on-the-go financial advisor.

Lookup contacts, enter notes, schedule meetings, and see what's happening at the office in the activity stream. The Wealthbox mobile app is fully synced with your web-based Wealthbox account.

Download on app storeGet it on Google Play

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See for yourself why so many advisors easily switch to Wealthbox.

Amber, Team Wealthbox