Wealthbox vs Magellan Network/Mastermind
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
Magellan Network/Mastermind
Access daily coaching videos, live Zoom sessions, and exclusive content to improve your mindset, strategies, and habits for business and financial growth. Connect with a coach and learn conversion processes.
- Daily coaching videos
- Weekly live Zoom coaching
- Exclusive mobile app content
- Direct coach access
- Prospect to client conversion process
- Masterclasses
- Coaching interviews
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Tap Into Over 28 Years of Coaching Some of The Most Successful Financial Advisors In The Industry. Get Full Access To The Mindset, Strategies, Behaviors, & Habits to Elevate Yourself, Your Business, & Your Bank Account. AS A PRO MEMBER, YOU ARE GOING TO GET ACCESS TO: A Coaching Video Every Business Day Invitation to Attend Our Weekly Live Zoom Coaching Cast Access to Pro Only Coaching Content On Our Mobile App Direct Access to Coach Joe Lukacs Access to "Get The Yes" Our Prospect to Client Conversion Process Full Access to All Masterclasses in Magellan Academy A Coaching Interview W/Coach Joe Lukacs Access to Our Pro Only Message Boards
Screenshots
Verdict
The clearest difference is review sentiment: Magellan Network/Mastermind at 100% against Wealthbox's 46%. Magellan Network/Mastermind also leads on rating (5.0 vs 4.8). Wealthbox's advantage is ads (none vs shown) and monetization model (free vs free with in-app purchases). On price, update cadence, in-app purchases and device support 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.
Magellan Network/Mastermind holds the better App Store score, 5.0 against 4.8. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 38, so its average is the more settled of the two. Written reviews point the same way: 46% of Wealthbox's written reviews are positive against 100% of Magellan Network/Mastermind's.
Wealthbox ships an update every 6 days, Magellan Network/Mastermind weekly. The most recent releases landed on September 24, 2026 and September 9, 2026 respectively.
| Parameter | Wealthbox | Magellan Network/Mastermind |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) | 5.0 (38 ratings) — better |
| Positive reviews | 46.2% of reviews | 100.0% of reviews — better |
| Number of ratings | 1.7K — better | 38 |
| Update frequency | Every 6 days — better | Weekly |
| Ads | No — better | Yes |
| In-app purchases | No | No |
| Monetization | Free — better | Free with in-app purchases |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 17.6 | 17.0 — better |
| Further details — not scored | ||
| Size | 40 MB | 137 MB |
| Age rating | 4+ | 9+ |
| Developer | Starburst Labs, Inc. | INTERNATIONAL PERFORMANCE GROUP |
Customer experience
Wealthbox
Magellan Network/Mastermind
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
Magellan Network/Mastermind
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Magellan Network/Mastermind
No in-app purchases
