Wealthbox vs Office Evolution
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 app. Features include secure login, contact management, task organization, and calendar integration. Stay updated with push notifications and an activity stream.
- Secure login with Face ID/Touch ID
- Contact management with quick actions
- Redesigned calendar and task management
- Activity stream for collaboration
- Push notifications for updates
- 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
Office Evolution
This members-only application allows users to manage their office space. Book and review conference rooms, access invoices, and handle rent payments conveniently.
- Book conference rooms
- Manage bookings
- Review invoices
- Pay rent
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The Office Evolution app is a members-only app for Office Evolution. Members can use this app to book conference rooms, manage their bookings, review invoices, and pay rent.
Screenshots
Verdict
The clearest difference is review sentiment: Wealthbox at 49% against Office Evolution's 0%. Wealthbox also leads on rating (4.8 vs 1.7) and update cadence (every 6 days vs every 2 months). Office Evolution'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 1.7. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 3, so its average is the more settled of the two. Written reviews point the same way: 49% of Wealthbox's written reviews are positive against 0% of Office Evolution's.
Wealthbox ships an update every 6 days, Office Evolution every 2 months. The most recent releases landed on November 6, 2026 and November 3, 2026 respectively.
| Parameter | Wealthbox | Office Evolution |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) — better | 1.7 (3 ratings) |
| Positive reviews | 48.7% of reviews — better | 0.0% of reviews |
| Number of ratings | 1.7K — better | 3 |
| Update frequency | Every 6 days — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 17.6 | 15.6 — better |
| Further details — not scored | ||
| Size | 54 MB | 1 MB |
| Age rating | 4+ | 4+ |
| Developer | Starburst Labs, Inc. | Yardi Systems, Inc. |
Customer experience
Wealthbox
Office Evolution
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
Office Evolution
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Office Evolution
No in-app purchases
