# PenServ Plan Services vs AdviceWorks®

The clearest difference is update cadence: AdviceWorks® at monthly against PenServ Plan Services's every 15 months. PenServ Plan Services's advantage is iOS requirement (13.0 vs 16.4). On price, ads, in-app purchases and device support there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

PenServ Plan Services ships an update every 15 months, AdviceWorks® monthly. The most recent releases landed on September 7, 2026 and September 20, 2026 respectively.

## The numbers

| Metric | PenServ Plan Services | AdviceWorks® |
| --- | --- | --- |
| Price | Free | Free |
| Rating | — | **[3.7 (139 ratings)](https://appshunter.io/ios/app/adviceworks/id6466180905/reviews)** |
| Number of ratings | — | **139** |
| Positive reviews | — | 16.1% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 15 months | **Monthly** |
| Monetization | — | Free |
| Size | 15 MB | 46 MB |
| Requires iOS | **13.0** | 16.4 |
| Devices | **iPhone, iPad, iPod** | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [PenServ Plan Services, Inc.](https://appshunter.io/developer/1558804588) | [Cetera Financial Group®, Inc.](https://appshunter.io/developer/1313445777) |

## What reviewers say

### PenServ Plan Services

[App page](https://appshunter.io/ios/app/penserv-plan-services/id1558804586)

**Features:** macOS Compatibility

**In-app purchases:** none


### AdviceWorks®

[App page](https://appshunter.io/ios/app/adviceworks/id6466180905)

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

**Highlights:** Comprehensive account overview dashboard, Net worth tracking with linked accounts, Secure document vault for statements and reports, Face ID/Touch ID login for enhanced security, Direct communication and document sharing with advisor

**In-app purchases:** none


## Frequently asked questions

### Is PenServ Plan Services free?

PenServ Plan Services is free to download, with no in-app purchases.

### Is AdviceWorks® free?

AdviceWorks® is free to download, with no in-app purchases.

### Do PenServ Plan Services or AdviceWorks® have ads?

Neither PenServ Plan Services nor AdviceWorks® shows ads.

### Which is updated more often, PenServ Plan Services or AdviceWorks®?

PenServ Plan Services ships an update every 15 months, and AdviceWorks® monthly. Most recently, PenServ Plan Services was updated on September 7, 2026 and AdviceWorks® on September 20, 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.*