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. 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
CurrentClient
A communication and productivity app designed for business professionals, offering team chat, calendar integration, and advanced calling features. It streamlines client interactions with features like scheduled messages and AI call summaries.
- Team chat with groups and channels
- Calendar integration with teammate availability
- Call recording and AI summaries
- AI receptionist for missed calls
- Automated client messages
- CRM sync
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Compliant Communication for Advisors A modern phone system built for advisors, with team chat, calendar and simple growth tools in the same app. Notable Features: - Text inbox with group messaging, templates, scheduled sends and WhatsApp - Team chat with your colleagues: direct messages, groups, channels and threads - Calendar tab with your calendar events and your teammates' availability - Calls, call recording, transcripts and AI call summaries you can review before they're shared - Call teammates directly, transfer with availability in view, or move a call to your cell phone - AI receptionist that takes a message when you can't answer - Record and share video and audio messages from any conversation - Best in class CRM sync and a connection to your archiver - Automated birthday, anniversary and check-in messages, plus auto replies based on business hours - 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 49% 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 39). 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 39, so its average is the more settled of the two. Written reviews are what separate them: 49% 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 29, 2026 and October 30, 2026 respectively.
| Parameter | Wealthbox | CurrentClient |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) | 4.9 (39 ratings) — better |
| Positive reviews | 48.7% of reviews | 100.0% of reviews — better |
| Number of ratings | 1.7K — better | 39 |
| Update frequency | Every 6 days | Every 5 days — better |
| Ads | No | No |
| In-app purchases | No — better | Yes |
| Monetization | Free — better | Free with in-app purchases |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.6 | 15.1 — better |
| Further details — not scored | ||
| Size | 53 MB | 61 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
