TWP Mobile vs Claro Advisors
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
TWP Mobile
Access your investment accounts with a registered investment advisor. View balances, holdings, historical transactions, and performance. Securely store and access important documents.
- View account balances
- Track holdings
- Review historical transactions
- Monitor investment performance
- Sort and filter data
- Access secure documents
Read full descriptionHide full description
View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.
Claro Advisors
Access and monitor your investment portfolio performance on the go. Connect with your financial advisor directly through the app for seamless communication and portfolio management.
- View portfolio performance
- Track investments
- Access financial advisor
- Secure client portal
- Portfolio management
Read full descriptionHide full description
The Claro Advisors app gives our clients secure, on-the-go access to their portfolios, accounts, holdings, interactive performance charts, and a direct line to their advisory team. This app is exclusively for Claro Advisors clients; a client login is required to use it.
Screenshots
Verdict
The clearest difference is update cadence: Claro Advisors at every 3 weeks against TWP Mobile's every 5 months. Claro Advisors also leads on ratings volume (6 vs 2). TWP Mobile's advantage is device support (3 vs 1). On price, rating, ads and in-app purchases 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.
TWP Mobile holds the better App Store score, 5.0 against 4.8. Both are backed by a comparable volume of ratings — 2 and 6 respectively.
TWP Mobile ships an update every 5 months, Claro Advisors every 3 weeks. The most recent releases landed on November 2, 2026 and November 3, 2026 respectively.
| Parameter | TWP Mobile | Claro Advisors |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) — better | 4.8 (6 ratings) |
| Positive reviews | 100.0% of reviews | — |
| Number of ratings | 2 | 6 — better |
| Update frequency | Every 5 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 15.6 — better | 16.4 |
| Further details — not scored | ||
| Size | 53 MB | 58 MB |
| Age rating | 4+ | 4+ |
| Developer | TotalWealth Planning, LLC | Claro Advisors Inc. |
Customer experience
TWP Mobile
Claro Advisors
In-app purchases
TWP Mobile
No in-app purchases
Claro Advisors
No in-app purchases
Questions
Is TWP Mobile free?
Is Claro Advisors free?
Which has better reviews, TWP Mobile or Claro Advisors?
Do TWP Mobile or Claro Advisors have ads?
Which is updated more often, TWP Mobile or Claro Advisors?
Other comparisons
