SAM Suite vs Wealthbox
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
SAM Suite
This app helps users manage their sales activities, designed for those already registered with the Sales Activity Management website. It provides tools to track and organize sales-related tasks and information.
- Sales activity tracking
- Sales data organization
- Task management
- User registration required
- Mobile access to sales data
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Sales Activity Management app for users registered with our Sales Activity Management site.
Wealthbox
Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.
- Secure login with Face ID/Touch ID
- Contact management with quick actions
- Redesigned calendar and task management
- Activity stream for collaboration
- Push notifications and today view
- Portfolio and opportunity management
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Wealthbox is the companion mobile app to web-based Wealthbox CRM for financial advisors. Manage your client relationships with ease and stay up-to-date on activities within your firm with this full-featured CRM app. Notable Features: • Simple and secure login with support for Face ID, Touch ID, and Password Autofill • Access maps on Contacts for turn-by-turn directions • Push notifications • Newly redesigned Contact Record page with “Quick Actions” such as click-to-call, email, and photo uploading • Redesigned calendar for month, 4-day, and single day views • A “Today View” that surfaces upcoming items that require your attention • Activity Stream to view updates and collaborate • Portfolio integrations • Contact Management to track notes about clients • Task Management to organize your practice • Calendaring with iCal support • Opportunity Management to manage business • Project Management to organize anything • Full data-sync with web-based Wealthbox CRM
Screenshots
Verdict
The clearest difference is rating: Wealthbox at 4.8 against SAM Suite's 3.6. Wealthbox also leads on ratings volume (1.7K vs 7) and update cadence (every 6 days vs fortnightly). SAM Suite's advantage is iOS requirement (12.0 vs 17.6). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Wealthbox holds the better App Store score, 4.8 against 3.6. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 7, so its average is the more settled of the two.
SAM Suite ships an update fortnightly, Wealthbox every 6 days. The most recent releases landed on October 21, 2026 and October 29, 2026 respectively.
| Parameter | SAM Suite | Wealthbox |
|---|---|---|
| Price | Free | Free |
| Rating | 3.6 (7 ratings) | 4.8 (1.7K ratings) — better |
| Positive reviews | — | 48.7% of reviews |
| Number of ratings | 7 | 1.7K — better |
| Update frequency | Fortnightly | Every 6 days — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 12.0 — better | 17.6 |
| Further details — not scored | ||
| Size | 45 MB | 53 MB |
| Age rating | 17+ | 4+ |
| Developer | Sales Activity Management | Starburst Labs, Inc. |
Customer experience
SAM Suite
Wealthbox
Bugs and requests
SAM Suite
Not enough reviews yet to summarise bugs or requests.
Wealthbox
Reported bugs
3 issues- Paid integration not working for 2 months
- Phone app crashes, freezes, or doesn't load
- App freezes 5 seconds after login
Requested features
4 requests- Better integration with phone, maps, etc.
- Customizable bottom tabs
- Ability to increase font size
- Email-only app with advanced features
In-app purchases
SAM Suite
No in-app purchases
Wealthbox
No in-app purchases
