True Wealth Design vs Private Client Services
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
True Wealth Design
Manage your complete financial picture with an intuitive dashboard, dynamic investment reports, and a secure document vault for advisor files. This easy-to-use mobile application offers comprehensive budgeting tools and interactive financial insights.
- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial insights
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This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your financial advisor. • And more!
Private Client Services
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
- Secure Multi-Factor Authentication
- Comprehensive account overview
- Investment results and holdings
- Recent transactions
- Research insights
- Team contact information
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Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more. Features include: • Secure Multi-Factor Authentication login • Comprehensive account overview • Complete investment results • Up-to-date holdings • Recent transactions • Insights from Capital Group research analysts • Your team’s contact information
Screenshots
Verdict
The clearest difference is rating: True Wealth Design at 5.0 against Private Client Services's 4.1. True Wealth Design also leads on update cadence (every 8 months vs every 26 months) and iOS requirement (10.0 vs 17.0). On price, ratings volume, 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.
True Wealth Design holds the better App Store score, 5.0 against 4.1. Both are backed by a comparable volume of ratings — 8 and 11 respectively.
True Wealth Design ships an update every 8 months, Private Client Services every 26 months. The most recent releases landed on June 4, 2026 and September 19, 2026 respectively.
| Parameter | True Wealth Design | Private Client Services |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (8 ratings) — better | 4.1 (11 ratings) |
| Positive reviews | — | 50.0% of reviews |
| Number of ratings | 8 | 11 — better |
| Update frequency | Every 8 months — better | Every 26 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 10.0 — better | 17.0 |
| Further details — not scored | ||
| Size | 67 MB | 56 MB |
| Age rating | 17+ | 4+ |
| Developer | True Wealth Design, LLC | The Capital Group Companies Inc. |
Customer experience
True Wealth Design
Private Client Services
In-app purchases
True Wealth Design
No in-app purchases
Private Client Services
No in-app purchases
Questions
Is True Wealth Design free?
Is Private Client Services free?
Which has better reviews, True Wealth Design or Private Client Services?
Do True Wealth Design or Private Client Services have ads?
Which is updated more often, True Wealth Design or Private Client Services?
Other comparisons
