Wealthbox vs Handheld Contact 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
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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
Handheld Contact Classic
Access and manage your Act! CRM data, including contacts, activities, and opportunities, from your iPhone or iPad. Enjoy secure wireless syncing and offline access to your business information, enabling you to make calls, send emails, and record histories on the go.
- Manage Act! contacts, opportunities, and activities
- Secure wireless sync with Act!
- Offline access to Act! data
- Call, email, and SMS contacts
- Record notes and histories
- Customizable syncing options
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Description: - Handheld Contact Classic for Act! allows you to wirelessly sync and manage your Act! Contacts, Activities, Opportunities, Notes & Histories from your iPhone or iPad - it's like having Act! with you anywhere, anytime! Features: -View and manage Act! contacts, opportunities, and activities anytime, anywhere. -Secure wireless sync with iPhone or iPad & Act! via Internet. -Call, email, and SMS Act! contacts with Histories synched back to Act! -Automatic syncing in coverage while the application is running. -Act! data stored locally for fast access offline access -Take notes & record Histories in Handheld Contact Classic -Four different calendar views, with calendar export -Import and export Contacts -Secondary contacts, mapping, and quoting features -Customize syncing for your needs. -Exclusive support for Act! Browse users Requirements: -You must have a Handheld Contact account.
Screenshots
Verdict
The clearest difference is rating: Wealthbox at 4.8 against Handheld Contact Classic's 4.3. Wealthbox also leads on update cadence (every 6 days vs every 2 months) and ratings volume (1.7K vs 49). 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 49, 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 Handheld Contact 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, Handheld Contact Classic every 2 months. The most recent releases landed on October 29, 2026 and October 24, 2026 respectively.
| Parameter | Wealthbox | Handheld Contact Classic |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) — better | 4.3 (49 ratings) |
| Positive reviews | 48.7% of reviews | 50.0% of reviews — better |
| Number of ratings | 1.7K — better | 49 |
| 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 | 16.0 — better |
| Further details — not scored | ||
| Size | 53 MB | 57 MB |
| Age rating | 4+ | 4+ |
| Developer | Starburst Labs, Inc. | Keystroke Quality Computing Inc |
Customer experience
Wealthbox
Handheld Contact 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
Handheld Contact Classic
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Handheld Contact Classic
No in-app purchases
