# True Wealth Design vs Private Client Services

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.

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.

## The numbers

| Metric | True Wealth Design | Private Client Services |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[5.0 (8 ratings)](https://appshunter.io/ios/app/true-wealth-design/id1497612492/reviews)** | [4.1 (11 ratings)](https://appshunter.io/ios/app/private-client-services/id1528067380/reviews) |
| Number of ratings | 8 | **11** |
| Positive reviews | — | 50.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 8 months** | Every 26 months |
| Monetization | Free | Free |
| Size | 67 MB | 56 MB |
| Requires iOS | **10.0** | 17.0 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 17+ | 4+ |
| Developer | [True Wealth Design, LLC](https://appshunter.io/developer/1497612491) | [The Capital Group Companies Inc.](https://appshunter.io/developer/1454038881) |

## What reviewers say

### True Wealth Design

[App page](https://appshunter.io/ios/app/true-wealth-design/id1497612492)

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.

**Highlights:** Interactive financial dashboard, Dynamic investment reports, Secure document vault, Budgeting tools, Financial insights

**Features:** macOS Compatibility

**In-app purchases:** none


### Private Client Services

[App page](https://appshunter.io/ios/app/private-client-services/id1528067380)

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.

**Highlights:** Secure Multi-Factor Authentication, Comprehensive account overview, Investment results and holdings, Recent transactions, Research insights, Team contact information

**Features:** Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is True Wealth Design free?

True Wealth Design is free to download, with no in-app purchases.

### Is Private Client Services free?

Private Client Services is free to download, with no in-app purchases.

### Which has better reviews, True Wealth Design or Private Client Services?

True Wealth Design is rated higher. True Wealth Design averages 5.0 out of 5 from 8 ratings, while Private Client Services averages 4.1 from 11 ratings.

### Do True Wealth Design or Private Client Services have ads?

Neither True Wealth Design nor Private Client Services shows ads.

### Which is updated more often, True Wealth Design or Private Client Services?

True Wealth Design ships an update every 8 months, and Private Client Services every 26 months. Most recently, True Wealth Design was updated on June 4, 2026 and Private Client Services on September 19, 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.*