Wealthbox vs Moxo Classic
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. 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
Read full descriptionHide full description
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
Moxo Classic
Streamline client management with digital workflows, secure messaging, and document exchange. This app supports the entire client lifecycle, from onboarding to servicing and exception handling, helping businesses break bottlenecks and meet deadlines.
- One-stop digital workflows
- Secure messaging
- Document exchange
- Online meetings
- Video clips
- Digital signature
Read full descriptionHide full description
Moxo Classic is the original Moxo app for business workflows: onboarding, approvals, document collection, secure messaging, e-signature, and meetings, all in one place. If your team already runs on Moxo Classic, this is your app. Sign in and pick up your workflows, messages, and documents wherever you are.
Screenshots
Verdict
The clearest difference is rating: Wealthbox at 4.8 against Moxo Classic's 4.3. Wealthbox also leads on ratings volume (1.7K vs 46) and update cadence (every 6 days vs every 3 weeks). Moxo Classic's advantage is iOS requirement (15.6 vs 17.6). On price, review sentiment, ads and in-app purchases 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 4.3. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 46, so its average is the more settled of the two. Written reviews complicate that: 49% of Wealthbox's written reviews are positive against 50% of Moxo Classic's, so the app with the better star average is not the one people write more warmly about.
Wealthbox ships an update every 6 days, Moxo Classic every 3 weeks. The most recent releases landed on October 29, 2026 and October 25, 2026 respectively.
| Parameter | Wealthbox | Moxo Classic |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) — better | 4.3 (46 ratings) |
| Positive reviews | 48.7% of reviews | 50.0% of reviews — better |
| Number of ratings | 1.7K — better | 46 |
| Update frequency | Every 6 days — better | Every 3 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.6 | 15.6 — better |
| Further details — not scored | ||
| Size | 53 MB | 156 MB |
| Age rating | 4+ | 17+ |
| Developer | Starburst Labs, Inc. | Moxtra, Inc. |
Customer experience
Wealthbox
Moxo Classic
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
Moxo Classic
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Moxo Classic
No in-app purchases
