# Monument Wealth vs Private Client Services

The clearest difference is rating: Monument Wealth at 5.0 against Private Client Services's 4.1. Monument Wealth also leads on update cadence (every 7 months vs every 26 months) and iOS requirement (13.4 vs 17.0). Private Client Services's advantage is ratings volume (11 vs 2). 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.

Monument Wealth holds the better App Store score, 5.0 against 4.1. That said, the two scores are not equally well evidenced: Private Client Services has 11 ratings behind it against 2, so its average is the more settled of the two.

Monument Wealth ships an update every 7 months, Private Client Services every 26 months. The most recent releases landed on September 10, 2026 and September 19, 2026 respectively.

## The numbers

| Metric | Monument Wealth | Private Client Services |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[5.0 (2 ratings)](https://appshunter.io/ios/app/monument-wealth/id1419786088/reviews)** | [4.1 (11 ratings)](https://appshunter.io/ios/app/private-client-services/id1528067380/reviews) |
| Number of ratings | 2 | **11** |
| Positive reviews | — | 50.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 7 months** | Every 26 months |
| Monetization | Free | Free |
| Size | 37 MB | 56 MB |
| Requires iOS | **13.4** | 17.0 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Monument Wealth Management](https://appshunter.io/developer/829274249) | [The Capital Group Companies Inc.](https://appshunter.io/developer/1454038881) |

## What reviewers say

### Monument Wealth

[App page](https://appshunter.io/ios/app/monument-wealth/id1419786088)

Access your Monument Client Portal securely on mobile. View investment accounts, performance, and download statements. Share documents with your financial team.

**Highlights:** View investment accounts, Track account activity and performance, Download statements and tax forms, Run interactive financial reports, Secure document sharing with team

**Features:** macOS Compatibility

**In-app purchases:** none


### 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 Monument Wealth free?

Monument Wealth 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, Monument Wealth or Private Client Services?

Monument Wealth is rated higher. Monument Wealth averages 5.0 out of 5 from 2 ratings, while Private Client Services averages 4.1 from 11 ratings.

### Do Monument Wealth or Private Client Services have ads?

Neither Monument Wealth nor Private Client Services shows ads.

### Which is updated more often, Monument Wealth or Private Client Services?

Monument Wealth ships an update every 7 months, and Private Client Services every 26 months. Most recently, Monument Wealth was updated on September 10, 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.*