Wealthbox vs Simplicity Agent Center
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
Simplicity Agent Center
This platform helps professionals grow and scale their practices. It offers proprietary content, industry tools, and personalized updates to enhance efficiency and client service.
- Proprietary content
- Leading industry tools
- Personalized business updates
- Contracting updates
- Practice scaling
- Client service enhancement
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The Simplicity Agent Center brings everything you need to build and scale your practice in one powerful platform. With proprietary content, leading industry tools, and personalized business and contracting updates, it's designed to help you work smarter so you can focus on delivering exceptional service to your clients.
Screenshots
Verdict
Wealthbox and Simplicity Agent Center both sit at 4.8 stars, but that hides the real split: 100% of Simplicity Agent Center's written reviews are positive against 49% of Wealthbox's. Simplicity Agent Center also leads on iOS requirement (15.1 vs 17.6). Wealthbox's advantage is ratings volume (1.7K vs 4). 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. Neither carries in-app purchases, so what you see is what you pay.
Simplicity Agent Center holds the better App Store score, 5.0 against 4.8. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 4, 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 100% of Simplicity Agent Center's.
Both ship on a similar rhythm, roughly every 5 days. Both last shipped on October 24, 2026.
| Parameter | Wealthbox | Simplicity Agent Center |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.7K ratings) | 5.0 (4 ratings) — better |
| Positive reviews | 48.7% of reviews | 100.0% of reviews — better |
| Number of ratings | 1.7K — better | 4 |
| Update frequency | Every 5 days | Every 5 days |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.6 | 15.1 — better |
| Further details — not scored | ||
| Size | 41 MB | 40 MB |
| Age rating | 4+ | 4+ |
| Developer | Starburst Labs, Inc. | Simplicity Financial Marketing Holdings Inc. |
Customer experience
Wealthbox
Simplicity Agent Center
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
Simplicity Agent Center
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Wealthbox
No in-app purchases
Simplicity Agent Center
No in-app purchases
