Wealthbox vs Private Advisor Group Events
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
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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
Private Advisor Group Events
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Designed for both our annual and elite conferences, this app keeps you organized, informed, and connected. View agendas, explore speaker bios, receive live announcements, and personalize your conference itinerary. It’s the easiest way to navigate every moment with confidence.
Screenshots
Verdict
The clearest difference is update cadence: Wealthbox at every 6 days against Private Advisor Group Events's every 10 months. Private Advisor Group Events's advantage is iOS requirement (15.0 vs 17.6). On price, ads, 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.
Wealthbox ships an update every 6 days, Private Advisor Group Events every 10 months. The most recent releases landed on October 29, 2026 and October 27, 2026 respectively.
| Parameter | Wealthbox | Private Advisor Group Events |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) — better | — |
| Positive reviews | 48.7% of reviews | — |
| Number of ratings | 1.7K — better | — |
| Update frequency | Every 6 days — better | Every 10 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.6 | 15.0 — better |
| Further details — not scored | ||
| Size | 53 MB | 7 MB |
| Age rating | 4+ | 17+ |
| Developer | Starburst Labs, Inc. | PRIVATE ADVISOR GROUP, LLC |
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
Private Advisor Group Events
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Private Advisor Group Events
No in-app purchases
