Wealthbox vs CurrentClient
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
CurrentClient
This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.
- CRM sync
- Archiver connection
- Unified text inbox
- Group messaging
- Call recording
- Automated check-in messages
- Auto-reply based on business hours
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Compliant Communication for Advisors A modern phone system built for advisors with simple-to-use growth tools. Notable Features: - Best in class CRM sync - Connection to your archiver - Easy to use text inbox - Group messaging - Smooth call experience - Call recording - Automate birthday, anniversaries, or other checkin messages - Auto reply based on business hours - Mass texts - Power user features when you need them Please note: This app requires an existing CurrentClient account. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Screenshots
Verdict
Wealthbox and CurrentClient both sit at 4.8 stars, but that hides the real split: 100% of CurrentClient's written reviews are positive against 46% of Wealthbox's. CurrentClient also leads on iOS requirement (15.1 vs 17.6). Wealthbox's advantage is in-app purchases (none vs 1) and ratings volume (1.7K vs 37). On price, rating, update cadence and ads 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. CurrentClient sells 1 in-app purchase, starting at $899.99 per year. Wealthbox asks for nothing beyond the download.
On the App Store both sit at effectively the same score — 4.8 for Wealthbox against 4.9 for CurrentClient. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 37, so its average is the more settled of the two. Written reviews are what separate them: 46% of Wealthbox's written reviews are positive against 100% of CurrentClient's.
Wealthbox ships an update every 6 days, CurrentClient every 5 days. The most recent releases landed on October 5, 2026 and September 30, 2026 respectively.
| Parameter | Wealthbox | CurrentClient |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) | 4.9 (37 ratings) — better |
| Positive reviews | 46.2% of reviews | 100.0% of reviews — better |
| Number of ratings | 1.7K — better | 37 |
| Update frequency | Every 6 days | Every 5 days — better |
| Ads | No | No |
| In-app purchases | No — better | Yes |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.6 | 15.1 — better |
| Further details — not scored | ||
| Size | 40 MB | 48 MB |
| Age rating | 4+ | 4+ |
| Developer | Starburst Labs, Inc. | CurrentClient, Inc |
Customer experience
Wealthbox
CurrentClient
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
CurrentClient
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
CurrentClient
- Sidecar App$899.991 Year
