WealthBuilder Planning vs Claro Advisors
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
WealthBuilder Planning
This app allows users to view their entire financial life in one place. Paid subscribers can access fiduciary advisors for plan analysis, implementation, and monitoring, with flexibility for adjustments.
- Financial life overview
- Plan analysis
- Plan implementation
- Plan monitoring
- Advisor access
- Plan adjustment flexibility
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WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our fiduciary advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. Request free access to WealthBuilder Planning at www.wealthbuilderplanning.com
Claro Advisors
Access and monitor your investment portfolio performance on the go. Connect with your financial advisor directly through the app for seamless communication and portfolio management.
- View portfolio performance
- Track investments
- Access financial advisor
- Secure client portal
- Portfolio management
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The Claro Advisors app gives our clients secure, on-the-go access to their portfolios, accounts, holdings, interactive performance charts, and a direct line to their advisory team. This app is exclusively for Claro Advisors clients; a client login is required to use it.
Screenshots
Verdict
The clearest difference is update cadence: Claro Advisors at every 3 weeks against WealthBuilder Planning's every 5 months. Claro Advisors also leads on ratings volume (6 vs 2). WealthBuilder Planning's advantage is rating (5.0 vs 4.8) and device support (3 vs 1). On price, ads, in-app purchases and monetization model 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.
WealthBuilder Planning holds the better App Store score, 5.0 against 4.8. Both are backed by a comparable volume of ratings — 2 and 6 respectively.
WealthBuilder Planning ships an update every 5 months, Claro Advisors every 3 weeks. The most recent releases landed on September 6, 2026 and August 27, 2026 respectively.
| Parameter | WealthBuilder Planning | Claro Advisors |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) — better | 4.8 (6 ratings) |
| Number of ratings | 2 | 6 — better |
| Update frequency | Every 5 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 15.6 — better | 16.4 |
| Further details — not scored | ||
| Size | 53 MB | 62 MB |
| Age rating | 4+ | 4+ |
| Developer | MRA ADVISORY GROUP, LLC | Claro Advisors Inc. |
Customer experience
WealthBuilder Planning
Claro Advisors
In-app purchases
WealthBuilder Planning
No in-app purchases
Claro Advisors
No in-app purchases
Questions
Is WealthBuilder Planning free?
Is Claro Advisors free?
Which has better reviews, WealthBuilder Planning or Claro Advisors?
Do WealthBuilder Planning or Claro Advisors have ads?
Which is updated more often, WealthBuilder Planning or Claro Advisors?
Other comparisons
