Cornerstone Client Portal vs IVC Wealth
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Cornerstone Client Portal
Access your financial account details, view balances, and connect with your wealth planning advisors. This app provides a convenient way to manage your financial information on the go.
- View account information
- Check balances
- Contact wealth planning team
- Secure access
- Financial management
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This Mobile App allows you to view account information, balances and easily contact your wealth planning team.
IVC Wealth
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The Mobile app allows clients to access their account information, view portfolio information, and share documents with their advisor.
Screenshots
Verdict
Cornerstone Client Portal and IVC Wealth are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
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.
Cornerstone Client Portal ships an update every 7 months, IVC Wealth every 5 months. Both last shipped on November 3, 2026.
| Parameter | Cornerstone Client Portal | IVC Wealth |
|---|---|---|
| Price | Free | Free |
| Rating | 3.7 (3 ratings) — better | — |
| Positive reviews | 0.0% of reviews | — |
| Number of ratings | 3 — better | — |
| Update frequency | Every 7 months | Every 5 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 15.6 |
| Further details — not scored | ||
| Size | 61 MB | 62 MB |
| Age rating | 4+ | 4+ |
| Developer | Cornerstone Wealth, LLC | IVC Wealth Advisors LLC |
In-app purchases
Cornerstone Client Portal
No in-app purchases
IVC Wealth
No in-app purchases
Questions
Is Cornerstone Client Portal free?
Is IVC Wealth free?
Do Cornerstone Client Portal or IVC Wealth have ads?
Which is updated more often, Cornerstone Client Portal or IVC Wealth?
Other comparisons
