# Compound Planning vs Waldron Client Portal

The clearest difference is ratings volume: Compound Planning at 12 against Waldron Client Portal's 3. Waldron Client Portal's advantage is device support (3 vs 1) and iOS requirement (15.5 vs 17.0). On price, rating, update cadence and ads there is nothing between them.

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

On the App Store both sit at effectively the same score — 5.0 for Compound Planning against 5.0 for Waldron Client Portal. Both are backed by a comparable volume of ratings — 12 and 3 respectively.

Compound Planning ships an update every 5 weeks, Waldron Client Portal every 2 months. The most recent releases landed on October 20, 2026 and October 13, 2026 respectively.

## The numbers

| Metric | Compound Planning | Waldron Client Portal |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [5.0 (12 ratings)](https://appshunter.io/ios/app/compound-planning/id1570521519/reviews) | [5.0 (3 ratings)](https://appshunter.io/ios/app/waldron-client-portal/id6657992793/reviews) |
| Number of ratings | **12** | 3 |
| Positive reviews | 80.0% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 weeks** | Every 2 months |
| Monetization | Free | Free |
| Size | 39 MB | 141 MB |
| Requires iOS | 17.0 | **15.5** |
| Devices | iPhone | **iPhone, iPad, iPod** |
| Age rating | 4+ | 4+ |
| Developer | [Compound Financial](https://appshunter.io/developer/1570521521) | [Waldron Private Wealth](https://appshunter.io/developer/1764560704) |

## What reviewers say

### Compound Planning

[App page](https://appshunter.io/ios/app/compound-planning/id1570521519)

Consolidate all your financial accounts, investments, and documents into a single, real-time dashboard. Securely store important financial and tax papers, organized by asset for easy access. Simplify your financial life and make informed decisions with a complete overview of your net worth, assets, and liabilities.

**Highlights:** Real-time financial dashboard, Net worth monitoring, Secure document vault, 1,000+ integrations, Bank-level security, Full financial visibility

**In-app purchases:** none


### Waldron Client Portal

[App page](https://appshunter.io/ios/app/waldron-client-portal/id6657992793)

Access your financial information and connect with your wealth management team through a dedicated mobile application. This platform offers focused advice and simplifies financial decisions to help you achieve your goals.

**Highlights:** View financial picture, Connect with wealth management team, Receive focused advice, Simplify financial decisions, Devise investment strategy

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is Compound Planning free?

Compound Planning is free to download, with no in-app purchases.

### Is Waldron Client Portal free?

Waldron Client Portal is free to download, with no in-app purchases.

### Which has better reviews, Compound Planning or Waldron Client Portal?

Compound Planning and Waldron Client Portal are both rated 5.0 out of 5 on the App Store, from 12 and 3 ratings respectively.

### Do Compound Planning or Waldron Client Portal have ads?

Neither Compound Planning nor Waldron Client Portal shows ads.

### Which is updated more often, Compound Planning or Waldron Client Portal?

Compound Planning ships an update every 5 weeks, and Waldron Client Portal every 2 months. Most recently, Compound Planning was updated on October 20, 2026 and Waldron Client Portal on October 13, 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.*