Wilkinson Global vs WealthVisory
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Wilkinson Global
Access your investment portfolio data through a user-friendly interface. This application is exclusively for authorized clients of Wilkinson Global Asset Management LLC. Contact your client representative for access details.
- Portfolio data access
- User-friendly interface
- Client-exclusive access
- Asset management information
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The Wilkinson Global Mobile phone application enables our authorized clients to access their portfolio data in a user friendly interface. You will need to be a Wilkinson Global Asset Management LLC client in order to gain access for this application. Please contact your Wilkinson Global Client Representative for further assistance.
WealthVisory
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Welcome to SmartDashboard – Elevating the SmartMethod for Your Wealth Management! SmartDashboard, the ultimate app from WealthVisory, takes your financial journey to the next level. It seamlessly integrates with our renowned SmartMethod process, enhancing your wealth management experience by enabling key features. Key Features: · Real-Time Financial Insights: Instantly access your account values and track performance. · Secure Document Vault: Safeguard your vital financial documents with ease. · Direct Team Communication: Chat directly with our dedicated WealthVisory team. · Task Management: Receive personalized tasks to achieve your financial goals. With SmartDashboard, you'll experience financial clarity and expert guidance like never before. Download now and take the first step towards achieving your financial dreams, elevated by the power of the SmartMethod.
Screenshots
Verdict
The clearest difference is iOS requirement: Wilkinson Global at 12.4 against WealthVisory's 15.5. On price, update cadence, ads and in-app purchases 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.
Wilkinson Global ships an update every 6 weeks, WealthVisory every 2 months. The most recent releases landed on October 11, 2026 and October 3, 2026 respectively.
| Parameter | Wilkinson Global | WealthVisory |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (3 ratings) — better | — |
| Number of ratings | 3 — better | — |
| Update frequency | Every 6 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.4 — better | 15.5 |
| Further details — not scored | ||
| Size | 139 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | Wilkinson Global Asset Management LLC | FLWW, LLC |
In-app purchases
Wilkinson Global
No in-app purchases
WealthVisory
No in-app purchases
Questions
Is Wilkinson Global free?
Is WealthVisory free?
Do Wilkinson Global or WealthVisory have ads?
Which is updated more often, Wilkinson Global or WealthVisory?
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