Whelan Financial vs NHTrust
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.
NHTrust
Securely access and manage your financial portfolio with a comprehensive 360-degree view of your wealth. This app offers convenient access to account balances, document sharing, and team communication for clients of NHTrust Wealth Management.
- Secure portfolio access
- 360-degree financial view
- Check account balances
- Secure document sharing
- Contact financial advisor
- Customizable information display
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Plan Confidently. Exclusive to NHTrust Black Diamond users, the NHTrust mobile app delivers secure, convenient access to your portfolio anytime, anywhere. Built for clients of NHTrust Wealth Management Financial Advisors, it presents your portfolio data in a simple, intuitive experience—extending beyond performance to a 360-degree view of your overall financial picture. Authorized access is required. NHTrust provides coordinated wealth management, financial planning and fiduciary services for individuals, families and organizations across New Hampshire and beyond. Our local team combines disciplined research, clear guidance and steady support to help you understand your options and Plan Confidently. The app can help whether you need to check portfolio and account balances, securely share documents, or contact a member of our team. If you have not registered for online access through the NHTrust website or cannot remember your login information, please reach out to your Relationship Manager or our client support specialists at 603.354.4059. If you have been using our online portal on the NHTrust website, your access will be the same on the mobile application. Discover the advantages of having instant access to your portfolio wherever you go: · It’s secure — Your personal information is protected, even if your phone is lost or stolen. · It’s informative — Quickly reference unique insights as you manage your personal wealth. · It’s convenient — Easily access important information and organize documents to fit your needs. · It’s customizable — Arrange and rearrange your information to meet your personal needs. Questions? We are here to help when you need us. Email nhtrustclientserviceteam@nhtrust.com. Our support team is available Monday through Friday, 8:00 a.m. to 5:00 p.m., at 603.354.4059.
Screenshots
Verdict
The clearest difference is update cadence: NHTrust at every 2 months against Whelan Financial's every 6 months. On price, rating, ratings volume 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.
On the App Store both sit at effectively the same score — 5.0 for Whelan Financial against 5.0 for NHTrust. Both are backed by a comparable volume of ratings — 2 and 1 respectively.
Whelan Financial ships an update every 6 months, NHTrust every 2 months. The most recent releases landed on October 24, 2026 and October 12, 2026 respectively.
| Parameter | Whelan Financial | NHTrust |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) | 5.0 (1 ratings) |
| Number of ratings | 2 — better | 1 |
| Update frequency | Every 6 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 15.5 — better |
| Further details — not scored | ||
| Size | 61 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | Whelan Financial, Inc. | THE NEW HAMPSHIRE TRUST COMPANY |
Customer experience
Whelan Financial
NHTrust
In-app purchases
Whelan Financial
No in-app purchases
NHTrust
No in-app purchases
Questions
Is Whelan Financial free?
Is NHTrust free?
Which has better reviews, Whelan Financial or NHTrust?
Do Whelan Financial or NHTrust have ads?
Which is updated more often, Whelan Financial or NHTrust?
Other comparisons
