# Fidelity PlanViewer vs Tali

The clearest difference is in-app purchases: Fidelity PlanViewer at none against Tali's 2. On price, update cadence, ads and device support there is nothing between them.

Both are free to download. Tali sells 2 in-app purchases, starting at $9.99 per month. Fidelity PlanViewer asks for nothing beyond the download.

Fidelity PlanViewer ships an update every 3 weeks, Tali monthly. The most recent releases landed on November 3, 2026 and October 28, 2026 respectively.

## The numbers

| Metric | Fidelity PlanViewer | Tali |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.4 (90 ratings)](https://appshunter.io/ios/app/fidelity-planviewer/id1480686284/reviews)** | — |
| Number of ratings | **90** | — |
| Positive reviews | 15.6% of reviews | — |
| In-app purchases | **No** | Yes |
| Ads | No | No |
| Update frequency | **Every 3 weeks** | Monthly |
| Monetization | **Free** | Freemium |
| Size | 84 MB | 7 MB |
| Requires iOS | 15.0 | 15.0 |
| Devices | iPhone, iPod | **iPhone, iPad, iPod** |
| Age rating | 4+ | 4+ |
| Developer | [Fidelity International](https://appshunter.io/developer/376365193) | [HHVentures Ltd](https://appshunter.io/developer/1888467760) |

## What reviewers say

### Fidelity PlanViewer

[App page](https://appshunter.io/ios/app/fidelity-planviewer/id1480686284)

Manage your workplace retirement savings with this app. Track your plan's value and performance, monitor contributions, and update your investment details. Access helpful planning tools, expert news, and guidance directly from your smartphone.

**Highlights:** Manage retirement savings, Track plan value and performance, Monitor contributions, Update investment details, Access planning tools, Get expert news and insights

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 Usable and user-friendly (recent improvement)
- 👍 Easy to use tool
- 👍 Handy and quick access
- 👍 Clear to understand performance
- 👍 Nice modern layout

**What reviewers complain about**

- 🐛 Clunky and not dynamic
- 🐛 Substandard UI
- 🐛 Cumbersome and poor UX
- 🐛 Difficult to find features
- 🐛 Poor app for a big fund manager

**Reported bugs**

- Biometrics login not fixed
- Stuck on authenticating
- Unable to login via app
- No way to verify email (blank screen)
- App freezes when switching apps

**Requested features**

- Restore predicted fund value area
- Add more tabs
- Improve iPad screen utilization
- Restore current and future estimated pension value
- Provide a projection using data for lump sum


### Tali

[App page](https://appshunter.io/ios/app/tali-portfolio-intelligence/id6761261267)

This app acts as a personal investment assistant, providing editorial context for your portfolio. It allows you to track holdings, read personalized briefings, and ask questions in plain English, offering a calm and understandable overview of your finances.

**Highlights:** Track unlimited holdings (stocks, ETFs, currencies), Personalized weekly investment briefings, Unlimited AI chat about holdings and market themes, Screenshot import for holdings, Follow market news and macro backdrop, Research room and saved reports

**Features:** macOS Compatibility, Family Sharing, Vision Pro support

**In-app purchases (2)**

| Purchase | Price | Billing |
| --- | --- | --- |
| Tali Pro Monthly | $9.99 | per month |
| Tali Pro Annual | $49.99 | per year |


## Frequently asked questions

### Is Fidelity PlanViewer free?

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

### Is Tali free?

Tali is free to download, with in-app purchases available.

### Do Fidelity PlanViewer or Tali have ads?

Neither Fidelity PlanViewer nor Tali shows ads.

### Which is updated more often, Fidelity PlanViewer or Tali?

Fidelity PlanViewer ships an update every 3 weeks, and Tali monthly. Most recently, Fidelity PlanViewer was updated on November 3, 2026 and Tali on October 28, 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.*