Osaic Equipt vs Private Client Services
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Osaic Equipt
Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.
- Investment portfolio monitoring
- Account balance and holdings view
- Transaction history
- Electronic document access
- Remote check deposits
- Market information and quotes
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Stay Connected - eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone. Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Market information and quotes • Statements and Documents Please note: • Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.
Private Client Services
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
- Secure Multi-Factor Authentication
- Comprehensive account overview
- Investment results and holdings
- Recent transactions
- Research insights
- Team contact information
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Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more. Features include: • Secure Multi-Factor Authentication login • Comprehensive account overview • Complete investment results • Up-to-date holdings • Recent transactions • Insights from Capital Group research analysts • Your team’s contact information
Screenshots
Verdict
The clearest difference is review sentiment: Private Client Services at 50% against Osaic Equipt's 2%. Private Client Services also leads on rating (4.1 vs 2.0). Osaic Equipt's advantage is update cadence (every 3 months vs every 26 months) and ratings volume (134 vs 11). 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.
Private Client Services holds the better App Store score, 4.1 against 2.0. That said, the two scores are not equally well evidenced: Osaic Equipt has 134 ratings behind it against 11, so its average is the more settled of the two. Written reviews point the same way: 2% of Osaic Equipt's written reviews are positive against 50% of Private Client Services's.
Osaic Equipt ships an update every 3 months, Private Client Services every 26 months. The most recent releases landed on September 20, 2026 and September 19, 2026 respectively.
| Parameter | Osaic Equipt | Private Client Services |
|---|---|---|
| Price | Free | Free |
| Rating | 2.0 (134 ratings) | 4.1 (11 ratings) — better |
| Positive reviews | 1.8% of reviews | 50.0% of reviews — better |
| Number of ratings | 134 — better | 11 |
| Update frequency | Every 3 months — better | Every 26 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 16.0 — better | 17.0 |
| Further details — not scored | ||
| Size | 3 MB | 56 MB |
| Age rating | 4+ | 4+ |
| Developer | Osaic, Inc. | The Capital Group Companies Inc. |
Customer experience
Osaic Equipt
Private Client Services
Bugs and requests
Osaic Equipt
Reported bugs
9 issues- App crashes on startup
- App crashes at paperless prompt
- Session expired errors
- Login fails repeatedly
- Account info does not fully load
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- Cannot click on account details
- Freezes after login
- Phone number resets to old number
- App freezes on error code
Requested features
6 requests- Biometric login (FaceID, facial recognition)
- Ability to download monthly statements and tax documents
- Improved data presentation and graphing
- Two-factor authentication on mobile app
- Option to remember login
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- Display total principal invested
Private Client Services
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Osaic Equipt
No in-app purchases
Private Client Services
No in-app purchases
Questions
Is Osaic Equipt free?
Is Private Client Services free?
Which has better reviews, Osaic Equipt or Private Client Services?
Do Osaic Equipt or Private Client Services have ads?
Which is updated more often, Osaic Equipt or Private Client Services?
Other comparisons
