FactSet vs OWM Client Portal
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
FactSet
Access comprehensive financial data, market research, and real-time news on the go. Monitor portfolios, track securities, and stay updated with breaking alerts. Download documents for offline access to manage investments effectively.
- Portfolio monitoring
- Watchlist management
- Real-time market data
- Historical financials and estimates
- Contextual news content
- Breaking news alerts
- Offline document download
Read full descriptionHide full description
Leverage the power and intelligence of the FactSet workstation anytime, anywhere Monitor your latest proprietary security data: • Portfolio holdings and watchlist securities are always up to date • Monitor real-time portfolio performance relative to a benchmark • Keep an eye on your watchlist and make edits that sync across FactSet Research the markets: • Indices, fixed income, commodities, exchange rates, and cryptocurrencies • Real-time quote & price data for equities at any time of day • View historical financials and estimates, charts, broker research, earnings, and the latest filings as they release Never miss a beat: • Contextual news content keeps you updated with the latest top market news and news for the companies that you care about most • Enable breakings news alerts to stay informed in real-time • Download documents offline for your upcoming travels FactSet delivers superior analytics, service, content, and technology to help more than 200,000 investment professionals seize opportunity sooner. *NOTE* The FactSet app is for subscribers to FactSet only! For more information on FactSet, please visit www.factset.com.
OWM Client Portal
Read full descriptionHide full description
The Ossola Wealth Management app enables clients to access portfolio data in a simple, elegant interface. Requirements: You must be an authorized user for the phone application. If you would like to request access, please contact your Ossola Wealth Management (OWM) team at (800) 810-5753 or (949) 255-5852. Securities and Advisory Services offered through Prospera Financial Services, Inc. | Member FINRA, SIPC
Screenshots
Verdict
The clearest difference is update cadence: FactSet at every 3 weeks against OWM Client Portal's every 2 months. OWM Client Portal's advantage is iOS requirement (15.5 vs 17.0). On price, ads, in-app purchases and device support 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.
FactSet ships an update every 3 weeks, OWM Client Portal every 2 months. The most recent releases landed on October 14, 2026 and October 3, 2026 respectively.
| Parameter | FactSet | OWM Client Portal |
|---|---|---|
| Price | Free | Free |
| Rating | 4.6 (367 ratings) — better | — |
| Positive reviews | 18.6% of reviews | — |
| Number of ratings | 367 — better | — |
| Update frequency | Every 3 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Subscription | — |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.0 | 15.5 — better |
| Further details — not scored | ||
| Size | 45 MB | 140 MB |
| Age rating | 4+ | 4+ |
| Developer | FactSet Research Systems, Inc. | ADOFAM, INC |
In-app purchases
FactSet
No in-app purchases
OWM Client Portal
No in-app purchases
Questions
Is FactSet free?
Is OWM Client Portal free?
Do FactSet or OWM Client Portal have ads?
Which is updated more often, FactSet or OWM Client Portal?
Other comparisons
