# Osaic Equipt vs Private Client Services

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.

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.

## The numbers

| Metric | Osaic Equipt | Private Client Services |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [2.0 (134 ratings)](https://appshunter.io/ios/app/osaic-equipt/id1400949150/reviews) | **[4.1 (11 ratings)](https://appshunter.io/ios/app/private-client-services/id1528067380/reviews)** |
| Number of ratings | **134** | 11 |
| Positive reviews | 1.8% of reviews | **50.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 3 months** | Every 26 months |
| Monetization | Free | Free |
| Size | 3 MB | 56 MB |
| Requires iOS | **16.0** | 17.0 |
| Devices | iPhone, iPad | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Osaic, Inc.](https://appshunter.io/developer/1400946099) | [The Capital Group Companies Inc.](https://appshunter.io/developer/1454038881) |

## What reviewers say

### Osaic Equipt

[App page](https://appshunter.io/ios/app/osaic-equipt/id1400949150)

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.

**Highlights:** Investment portfolio monitoring, Account balance and holdings view, Transaction history, Electronic document access, Remote check deposits, Market information and quotes

**In-app purchases:** none

**What reviewers like**

- 👍 App works for checking balance

**What reviewers complain about**

-  antiquated interface and technology
- ❌ Multiple login steps
- ❌ Frequent crashes and unavailibity
- ❌ No biometric login
- ❌ Cannot download documents

**Reported bugs**

- App crashes on startup
- App crashes at paperless prompt
- Session expired errors
- Login fails repeatedly
- Account info does not fully load

**Requested features**

- 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


### Private Client Services

[App page](https://appshunter.io/ios/app/private-client-services/id1528067380)

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.

**Highlights:** Secure Multi-Factor Authentication, Comprehensive account overview, Investment results and holdings, Recent transactions, Research insights, Team contact information

**Features:** Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is Osaic Equipt free?

Osaic Equipt is free to download, with no in-app purchases.

### Is Private Client Services free?

Private Client Services is free to download, with no in-app purchases.

### Which has better reviews, Osaic Equipt or Private Client Services?

Private Client Services is rated higher. Osaic Equipt averages 2.0 out of 5 from 134 ratings, while Private Client Services averages 4.1 from 11 ratings.

### Do Osaic Equipt or Private Client Services have ads?

Neither Osaic Equipt nor Private Client Services shows ads.

### Which is updated more often, Osaic Equipt or Private Client Services?

Osaic Equipt ships an update every 3 months, and Private Client Services every 26 months. Most recently, Osaic Equipt was updated on September 20, 2026 and Private Client Services on September 19, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*