# FirmDash vs AdviceWorks®

The clearest difference is review sentiment: FirmDash at 100% against AdviceWorks®'s 16%. FirmDash also leads on rating (4.7 vs 3.7) and iOS requirement (13.0 vs 16.4). On price, ratings volume, update cadence and ads there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

FirmDash holds the better App Store score, 4.7 against 3.7. Both are backed by a comparable volume of ratings — 67 and 139 respectively. Written reviews point the same way: 100% of FirmDash's written reviews are positive against 16% of AdviceWorks®'s.

FirmDash ships an update every 2 months, AdviceWorks® monthly. The most recent releases landed on June 7, 2026 and September 20, 2026 respectively.

## The numbers

| Metric | FirmDash | AdviceWorks® |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.7 (67 ratings)](https://appshunter.io/ios/app/firmdash/id1454472980/reviews)** | [3.7 (139 ratings)](https://appshunter.io/ios/app/adviceworks/id6466180905/reviews) |
| Number of ratings | 67 | **139** |
| Positive reviews | **100.0% of reviews** | 16.1% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 2 months | **Monthly** |
| Monetization | Free | Free |
| Size | 291 MB | 46 MB |
| Requires iOS | **13.0** | 16.4 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [LISCIO](https://appshunter.io/developer/1268418547) | [Cetera Financial Group®, Inc.](https://appshunter.io/developer/1313445777) |

## What reviewers say

### FirmDash

[App page](https://appshunter.io/ios/app/firmdash/id1454472980)

This app consolidates all client communication, including SMS texting, secure messaging, file sharing, and client requests, into a single platform. It provides real-time updates and alerts to keep teams informed about client interactions and ensures secure and compliant communication.

**Highlights:** Unified communication hub, SMS texting, Secure messaging, File sharing, Client requests, Real-time alerts

**In-app purchases:** none


### AdviceWorks®

[App page](https://appshunter.io/ios/app/adviceworks/id6466180905)

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

**Highlights:** Comprehensive account overview dashboard, Net worth tracking with linked accounts, Secure document vault for statements and reports, Face ID/Touch ID login for enhanced security, Direct communication and document sharing with advisor

**In-app purchases:** none


## Frequently asked questions

### Is FirmDash free?

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

### Is AdviceWorks® free?

AdviceWorks® is free to download, with no in-app purchases.

### Which has better reviews, FirmDash or AdviceWorks®?

FirmDash is rated higher. FirmDash averages 4.7 out of 5 from 67 ratings, while AdviceWorks® averages 3.7 from 139 ratings.

### Do FirmDash or AdviceWorks® have ads?

Neither FirmDash nor AdviceWorks® shows ads.

### Which is updated more often, FirmDash or AdviceWorks®?

FirmDash ships an update every 2 months, and AdviceWorks® monthly. Most recently, FirmDash was updated on June 7, 2026 and AdviceWorks® on September 20, 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.*