Steele Capital Management vs Private Client Services
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Steele Capital Management
Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture in a secure mobile environment.
- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Complete financial overview
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This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!
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 rating: Private Client Services at 4.1 against Steele Capital Management's 3.0. Steele Capital Management's advantage is update cadence (every 13 months vs every 26 months) and iOS requirement (10.0 vs 17.0). On price, ratings volume, 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.
Private Client Services holds the better App Store score, 4.1 against 3.0. Both are backed by a comparable volume of ratings — 4 and 11 respectively.
Steele Capital Management ships an update every 13 months, Private Client Services every 26 months. The most recent releases landed on June 1, 2026 and September 19, 2026 respectively.
| Parameter | Steele Capital Management | Private Client Services |
|---|---|---|
| Price | Free | Free |
| Rating | 3.0 (4 ratings) | 4.1 (11 ratings) — better |
| Positive reviews | — | 50.0% of reviews |
| Number of ratings | 4 | 11 — better |
| Update frequency | Every 13 months — better | Every 26 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 10.0 — better | 17.0 |
| Further details — not scored | ||
| Size | 65 MB | 56 MB |
| Age rating | 17+ | 4+ |
| Developer | Steele Capital Management | The Capital Group Companies Inc. |
Customer experience
Steele Capital Management
Private Client Services
In-app purchases
Steele Capital Management
No in-app purchases
Private Client Services
No in-app purchases
Questions
Is Steele Capital Management free?
Is Private Client Services free?
Which has better reviews, Steele Capital Management or Private Client Services?
Do Steele Capital Management or Private Client Services have ads?
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