# Wealthbox vs Toolkit CRM

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.

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.

## The numbers

| Metric | Wealthbox | Toolkit CRM |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.8 (1.7K ratings)](https://appshunter.io/ios/app/wealthbox/id1448255830/reviews)** | [4.0 (1 ratings)](https://appshunter.io/ios/app/toolkit-crm/id1472002787/reviews) |
| Number of ratings | **1.7K** | 1 |
| Positive reviews | 46.2% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 6 days** | Every 3 months |
| Monetization | Free | Free |
| Size | 40 MB | 26 MB |
| Requires iOS | 17.6 | **15.6** |
| Devices | iPhone, iPad | iPhone, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Starburst Labs, Inc.](https://appshunter.io/developer/876563909) | [Pareto Systems](https://appshunter.io/developer/1447721416) |

## What reviewers say

### Wealthbox

[App page](https://appshunter.io/ios/app/wealthbox/id1448255830)

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.

**Highlights:** Client relationship management, Contact management with quick actions, Redesigned calendar and task management, Activity stream for collaboration, Secure login with biometric support, Portfolio integrations

**Features:** Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 🚀 Game changer
- 👍 Great interface
- 👍 Intuitive and easy to use
- 👍 Excellent design
- 👍 Flexible and easy to use

**What reviewers complain about**

- 🐛 Constantly crashes
- 🐛 Problems loading and glitches
- 🐛 Paid integration not working
- 🐛 Horrible phone app
- 🐛 Cumbersome to use vs browser version

**Reported bugs**

- Paid integration not working for 2 months
- Phone app crashes, freezes, or doesn't load
- App freezes 5 seconds after login

**Requested features**

- Better integration with phone, maps, etc.
- Customizable bottom tabs
- Ability to increase font size
- Email-only app with advanced features


### Toolkit CRM

[App page](https://appshunter.io/ios/app/toolkit-crm/id1472002787)

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.

**Highlights:** Calendar Management, Task Management, Contact Management, Account Management, Client Relationship Building, Business Efficiency Tools

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is Wealthbox free?

Wealthbox is free to download, with no in-app purchases.

### Is Toolkit CRM free?

Toolkit CRM is free to download, with no in-app purchases.

### Which has better reviews, Wealthbox or Toolkit CRM?

Wealthbox is rated higher. Wealthbox averages 4.8 out of 5 from 1.7K ratings, while Toolkit CRM averages 4.0 from 1 ratings.

### Do Wealthbox or Toolkit CRM have ads?

Neither Wealthbox nor Toolkit CRM shows ads.

### Which is updated more often, Wealthbox or Toolkit CRM?

Wealthbox ships an update every 6 days, and Toolkit CRM every 3 months. Most recently, Wealthbox was updated on September 24, 2026 and Toolkit CRM on August 21, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*