Whelan Financial vs PlanLink
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Whelan Financial
Access your financial client portal on the go. View portfolio balances, performance, and statements anytime, anywhere. Stay updated on your investments with convenient mobile access.
- View portfolio balances
- Track performance
- Access quarterly statements
- Mobile client portal
- Real-time updates
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Access your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more…anytime.
PlanLink
Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.
- Retirement plan enrollment
- Investment portfolio management
- Contribution changes
- Loan and withdrawal requests
- View portfolio returns
- Transaction history search
- Live fund performance data
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• Enroll in your retirement plan in 5 minutes or less • Easily manage your investment portfolio • Change your contributions • Request a loan, rollover, or lump sum cash withdrawal (if available) • View your portfolio rate of returns • Search transaction history on your account • Get live fund performance data and prospectus • Touch/Face ID for fast & secure authentication • Take control of your retirement!
Screenshots
Verdict
The clearest difference is ratings volume: PlanLink at 105 against Whelan Financial's 2. Whelan Financial's advantage is rating (5.0 vs 4.8). On price, update cadence, 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.
Whelan Financial holds the better App Store score, 5.0 against 4.8. That said, the two scores are not equally well evidenced: PlanLink has 105 ratings behind it against 2, so its average is the more settled of the two.
Whelan Financial ships an update every 6 months, PlanLink every 7 months. The most recent releases landed on June 1, 2026 and September 5, 2026 respectively.
| Parameter | Whelan Financial | PlanLink |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) — better | 4.8 (105 ratings) |
| Positive reviews | — | 95.8% of reviews |
| Number of ratings | 2 | 105 — better |
| Update frequency | Every 6 months — better | Every 7 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 15.0 — better |
| Further details — not scored | ||
| Size | 61 MB | 36 MB |
| Age rating | 4+ | 4+ |
| Developer | Whelan Financial, Inc. | Spectrum Pension Consultants, Inc. |
Customer experience
Whelan Financial
PlanLink
In-app purchases
Whelan Financial
No in-app purchases
PlanLink
No in-app purchases
Questions
Is Whelan Financial free?
Is PlanLink free?
Which has better reviews, Whelan Financial or PlanLink?
Do Whelan Financial or PlanLink have ads?
Which is updated more often, Whelan Financial or PlanLink?
Other comparisons
