Wealthbox vs Toolkit CRM
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Wealthbox
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
- Client relationship management
- Contact management with quick actions
- Redesigned calendar and task management
- Activity stream for collaboration
- Secure login with biometric support
- Portfolio integrations
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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
Toolkit CRM
Manage your calendar, tasks, contacts, and accounts with this mobile solution designed for financial professionals. Streamline your workflow, enhance client relationships, and improve business efficiency.
- Calendar Management
- Task Management
- Contact Management
- Account Management
- Client Relationship Building
- Business Efficiency Tools
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This is the free mobile app for the Toolkit CRM, which is ideally suited for financial professionals and teams that want a simple solution that works. Manage your Calendar, Tasks, Contacts, and Accounts on the go, so that you can uncomplicate your life, build better client relationships, and run a more efficient and profitable business.
Screenshots
Verdict
The clearest difference is rating: Wealthbox at 4.8 against Toolkit CRM's 4.0. Wealthbox also leads on update cadence (every 6 days vs every 3 months) and ratings volume (1.7K vs 1). Toolkit CRM's advantage is iOS requirement (15.6 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 4.0. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 1, so its average is the more settled of the two.
Wealthbox ships an update every 6 days, Toolkit CRM every 3 months. The most recent releases landed on September 24, 2026 and August 21, 2026 respectively.
| Parameter | Wealthbox | Toolkit CRM |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) — better | 4.0 (1 ratings) |
| Positive reviews | 46.2% of reviews | — |
| Number of ratings | 1.7K — better | 1 |
| Update frequency | Every 6 days — better | Every 3 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPod |
| Requires iOS | 17.6 | 15.6 — better |
| Further details — not scored | ||
| Size | 40 MB | 26 MB |
| Age rating | 4+ | 4+ |
| Developer | Starburst Labs, Inc. | Pareto Systems |
Customer experience
Wealthbox
Toolkit CRM
Bugs and 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
Toolkit CRM
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Toolkit CRM
No in-app purchases
