Seven Post Custodian Access vs Invertis Mobile
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Seven Post Custodian Access
View your Pershing-custodied accounts directly on your mobile device. Access account profiles, balances, holdings, and historical statements. Exclusively for clients of Seven Post Investment Office.
- View account profiles and balances
- Track holdings and gains/losses
- Monitor market value and cash availability
- Download historical account statements
- Access entity and account group data
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Direct access to view your accounts custodied at Pershing Advisor Solutions (a Bank of New York Mellon company) on your mobile device. Exclusively for clients of Seven Post Investment Office. • Access your Pershing account profile, balances, holdings including realized and unrealized gains and losses and activity • Check the balances, holdings and activity for any entity or account group • Review market value and cash available for that selected entity or account group • Download and view historical account statements
Invertis Mobile
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Stay Connected – Invertis Mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your mobile and tablets. Invertis Mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone. Through Invertis Mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Invertis Securities may also enable you to use Invertis Mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility. That is the power of Invertis Mobile. With just a few clicks from your mobile and tablet, you can access: • Account balances and holdings • Transaction history • Order status • Market information and quotes • Your securities watch list • Equity, Mutual fund order entry (if enabled by your financial institution) • Documents
Screenshots
Verdict
Seven Post Custodian Access and Invertis Mobile are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
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.
Seven Post Custodian Access ships an update every 3 months, Invertis Mobile every 4 months. The most recent releases landed on October 24, 2026 and October 27, 2026 respectively.
| Parameter | Seven Post Custodian Access | Invertis Mobile |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 3 months — better | Every 4 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, Apple Watch | iPhone, iPad, Apple Watch |
| Requires iOS | 17.0 | 17.0 |
| Further details — not scored | ||
| Size | 9 MB | 9 MB |
| Age rating | 4+ | 4+ |
| Developer | Seven Post Investment Office LP | Unibank, S.A. |
In-app purchases
Seven Post Custodian Access
No in-app purchases
Invertis Mobile
No in-app purchases
Questions
Is Seven Post Custodian Access free?
Is Invertis Mobile free?
Do Seven Post Custodian Access or Invertis Mobile have ads?
Which is updated more often, Seven Post Custodian Access or Invertis Mobile?
Other comparisons
