Workplace vs Wealthbox
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Workplace
Access and manage your work email, files, documents, and calendar from your mobile device. Keep your work synced across devices and securely share files with granular access controls. Get help via a comprehensive Help Center or 24/7 support.
- Sync work email, contacts, and calendar
- Browse, preview, and edit work files
- Secure file sharing with access control
- Upload files from other apps
- Access company directory
- Account sign-in verification
- Offline access with Offline Code
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Get work done when you’re most productive with workplace_ Access your email, files, documents, calendar, contacts, and more. Keep all your documents synced across devices so you're never more than a few taps away from your work. workplace_ let’s you: — Sync your work email, contacts, and calendar with your iPhone or iPad. — Browse, preview, and edit your work files in other apps. — Securely share files with three levels of access control. — Upload photos and files from other apps via share and action extensions. — Access your company directory. — Verify your account sign-ins for extra security. — Configure access control with Touch ID or PIN. — Get access with the Offline Code even without cell service. — Monitor and control the devices, apps, and browsers connected to your account. — Access the Help Center or 24/7 phone and email support.
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
Screenshots
Verdict
The clearest difference is rating: Wealthbox at 4.8 against Workplace's 3.1. Wealthbox also leads on update cadence (every 6 days vs every 2 months) and ratings volume (1.7K vs 22). Workplace's advantage is review sentiment (70% vs 46%) and iOS requirement (15.0 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 3.1. That said, the two scores are not equally well evidenced: Wealthbox has 1.7K ratings behind it against 22, so its average is the more settled of the two. Written reviews complicate that: 70% of Workplace's written reviews are positive against 46% of Wealthbox's, so the app with the better star average is not the one people write more warmly about.
Workplace ships an update every 2 months, Wealthbox every 6 days. The most recent releases landed on October 1, 2026 and October 2, 2026 respectively.
| Parameter | Workplace | Wealthbox |
|---|---|---|
| Price | Free | Free |
| Rating | 3.1 (22 ratings) | 4.8 (1.7K ratings) — better |
| Positive reviews | 70.0% of reviews — better | 46.2% of reviews |
| Number of ratings | 22 | 1.7K — better |
| Update frequency | Every 2 months | Every 6 days — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.0 — better | 17.6 |
| Further details — not scored | ||
| Size | 203 MB | 40 MB |
| Age rating | 4+ | 4+ |
| Developer | Venn Technology Corporation | Starburst Labs, Inc. |
Customer experience
Workplace
Wealthbox
Bugs and requests
Workplace
Not enough reviews yet to summarise bugs or 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
In-app purchases
Workplace
No in-app purchases
Wealthbox
No in-app purchases
