WealthBuilder Planning vs OLIO Financial Planning
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
OLIO Financial Planning
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Track your portfOLIO performance
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Verdict
The clearest difference is update cadence: OLIO Financial Planning at every 2 months against WealthBuilder Planning's every 5 months. On price, ads, in-app purchases 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
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
WealthBuilder Planning ships an update every 5 months, OLIO Financial Planning every 2 months. The most recent releases landed on October 29, 2026 and October 27, 2026 respectively.
| Parameter | WealthBuilder Planning | OLIO Financial Planning |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) — better | — |
| Number of ratings | 2 — better | — |
| Update frequency | Every 5 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 15.1 — better |
| Further details — not scored | ||
| Size | 53 MB | 44 MB |
| Age rating | 4+ | 4+ |
| Developer | MRA ADVISORY GROUP, LLC | OLIO Financial Planning |
In-app purchases
WealthBuilder Planning
No in-app purchases
OLIO Financial Planning
No in-app purchases
Questions
Is WealthBuilder Planning free?
Is OLIO Financial Planning free?
Do WealthBuilder Planning or OLIO Financial Planning have ads?
Which is updated more often, WealthBuilder Planning or OLIO Financial Planning?
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