Blog/ Product & Company

Introducing the Wealthbox Mobile App

June 2, 2014


Just in time for the summer season so you can breezily manage your book of business from a beach, we’re as happy as a clam at high tide to release the Wealthbox Mobile app for Apple and Android devices.

You can download the Wealthbox mobile app for iPhone & iPad devices at the Apple Store now. For Android devices, go to Google Play.


A little backstory…

A while ago we were going to publicly release an earlier version of our mobile app that was contact management-centric, but in beta-testing we found a common request that was missing: the “activity stream” that’s in the web-version of Wealthbox. It allows a user to see what’s recently been done and it also provides important communication and collaboration for those using Wealthbox as a group. So we decided to continue development and put the interactive activity stream and the other features of Wealthbox into this initial 1.0 release of Wealthbox Mobile.

Get out of the office!

Stay connected to your clients, prospects and staff with the Wealthbox Mobile app. We’ll continually be enhancing it, so please keep your feedback coming via the “Help” section in your Wealthbox CRM account. Thanks!

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