Comparison

Private Client Services vs ownfin

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head

Private Client Services

Client portal

Free

💰 Finance

★ 4.111 ratingsView app →

About

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.

Highlights

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

Features

Read full description

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

About

ownfin

Consolidate all your financial assets, including bank accounts, investment portfolios, and cryptocurrencies, into one comprehensive view. This app prioritizes your data's privacy and security with on-device processing and end-to-end encryption for seamless cloud syncing.

Highlights

Connect bank accounts, investment portfolios, and cryptocurrencies
Automatic asset listing
On-device data processing
End-to-end encrypted cloud sync
Secure data sharing with contacts

Features

Read full description

» Deine Finanzen immer im Blick Verbinde deine Bankkonten, Aktiendepots, Kryptowährungen und viele weitere Anbieter ganz einfach mit wenigen Schritten. Erhalte jederzeit und überall einen vollständigen Überblick über deine gesamten Finanzen. Unser Ziel ist es, dass du alle Vermögenswerte vollautomatisch aufgelistet bekommst. Daher versuchen wir neben etablierten Instituten auch neue und exotische Dienstleister und Anlagen zu unterstützen, um die größte Auswahl anzubieten. » Niemand kann deine Daten einsehen Finanzen sind ein sensibles Thema. Deshalb sind Verschlüsselung und Datenschutz die Grundlage unserer Architektur: - Die gesamte Logik wird auf deinem Gerät ausgeführt. - Der Datenabgleich findet direkt zwischen dir und dem Anbieter statt. - Alle Daten werden verschlüsselt auf deinem Gerät gespeichert. - Es werden niemals Klartext-Daten mit unseren Servern geteilt. Durch diese Autarkie kannst wirklich nur du deine Daten einsehen. Wir könnten es nicht einmal, wenn wir wollten. » Sicherer Cloud-Sync zwischen deinen Geräten und Kontakten Mit dem optionalen Cloud-Sync sind alle Geräte immer auf dem selben Stand. Sämtliche Daten werden ausschließlich mittels Ende-zu-Ende-Verschlüsselung übertragen. Zusätzlich dazu werden sensible Informationen gar nicht über unsere Cloud synchronisiert - nicht einmal verschlüsselt. Sie werden stattdessen auf jedem Gerät erneut direkt vom entsprechenden Anbieter geladen. Die Daten, die du mit deinen Kontakten teilst, sind ebenfalls zwischen euch beiden verschlüsselt und können von niemandem mitgelesen werden. EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Screenshots

Private Client Services4 screens

ownfin4 screens

Verdict

The call

The clearest difference is in-app purchases: Private Client Services at none against ownfin's 8. ownfin's advantage is update cadence (every 8 days vs every 26 months) and iOS requirement (15.1 vs 17.0). On price, review sentiment, ads and device support 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

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. ownfin sells 8 in-app purchases, starting at $1.99 per month. Private Client Services asks for nothing beyond the download.

UpkeepUpdate frequency

Private Client Services ships an update every 26 months, ownfin every 8 days. The most recent releases landed on September 19, 2026 and September 15, 2026 respectively.

Scorecard4 real differences · 6 level

Private Client Services versus ownfin: the parameters behind the verdict, then further details
Parameter	Private Client Services	ownfin
Price	Free	Free
Rating	4.1 (11 ratings) — better	—
Positive reviews	50.0% of reviews — better	45.5% of reviews
Number of ratings	11 — better	—
Update frequency	Every 26 months	Every 8 days — better
Ads	No	No
In-app purchases	No — better	Yes
Monetization	Free — better	Free with in-app purchases
Devices	iPhone, iPad	iPhone, iPod
Requires iOS	17.0	15.1 — better
Further details — not scored
Size	56 MB	39 MB
Age rating	4+	4+
Developer	The Capital Group Companies Inc.	ownfin GmbH

Customer experience

Private Client Services

All ratings11 ratings

Positive81.8%

Neutral0.0%

Negative18.2%

Written reviews2 reviews

Positive50.0%

Neutral0.0%

Negative50.0%

ownfin

Written reviews22 reviews

Positive45.5%

Neutral18.2%

Negative36.4%

In-app purchases

None

Private Client Services

No in-app purchases

8 purchases

ownfin

Subscriptions8

ownfin Basic$1.991 Month
ownfin Plus$2.991 Month
ownfin Pro$4.991 Month

Show 5 more

ownfin Ultra$8.991 Month
ownfin Basic$17.991 Year
ownfin Plus$24.991 Year
ownfin Pro$49.991 Year
ownfin Ultra$79.991 Year

Questions

Is Private Client Services free?

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

Is ownfin free?

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

Do Private Client Services or ownfin have ads?

Neither Private Client Services nor ownfin shows ads.

Which is updated more often, Private Client Services or ownfin?

Private Client Services ships an update every 26 months, and ownfin every 8 days. Most recently, Private Client Services was updated on September 19, 2026 and ownfin on September 15, 2026.