SOA Mobile vs Crestwood Advisors
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
SOA Mobile
Securely access your financial accounts, holdings, performance, and activity. View reports, documents, and historical data through a convenient dashboard. Request access through your financial advisor.
- Secure account access
- View holdings and performance
- Access reports and documents
- Historical data review
- Convenient dashboard
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We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity. The app provides a handy dashboard where you can access reports, documents and historical data securely, at any time. If you would like to request access, please contact your SOA Wealth Advisor. To find out more about Seasons of Advice Wealth Management. Visit our website www.soawealth.com
Crestwood Advisors
Access your wealth management client portal on the go. View household and account information in a clear, easy-to-understand format. Requires authorization as a Crestwood Advisors client.
- Mobile client portal access
- View household information
- View account information
- Easy-to-understand format
- Secure client access
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The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management client that has been authorized for the phone application. If you would like to request access, please contact a member of your Crestwood Advisors wealth management team.
Screenshots
Verdict
The clearest difference is rating: Crestwood Advisors at 5.0 against SOA Mobile's 4.3. On price, ratings volume, update cadence and ads 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.
Crestwood Advisors holds the better App Store score, 5.0 against 4.3. Both are backed by a comparable volume of ratings — 6 and 5 respectively.
Both ship on a similar rhythm, roughly every 2 months. The most recent releases landed on November 6, 2026 and November 3, 2026 respectively.
| Parameter | SOA Mobile | Crestwood Advisors |
|---|---|---|
| Price | Free | Free |
| Rating | 4.3 (6 ratings) | 5.0 (5 ratings) — better |
| Number of ratings | 6 — better | 5 |
| Update frequency | Every 2 months | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.5 | 15.5 |
| Further details — not scored | ||
| Size | 143 MB | 143 MB |
| Age rating | 4+ | 4+ |
| Developer | Seasons of Advice | Crestwood Advisors Group LLC |
Customer experience
SOA Mobile
Crestwood Advisors
In-app purchases
SOA Mobile
No in-app purchases
Crestwood Advisors
No in-app purchases
Questions
Is SOA Mobile free?
Is Crestwood Advisors free?
Which has better reviews, SOA Mobile or Crestwood Advisors?
Do SOA Mobile or Crestwood Advisors have ads?
Which is updated more often, SOA Mobile or Crestwood Advisors?
Other comparisons
