Comparison

Valian vs Post Oak Private Wealth

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

Valian

Features
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AssetBook built the financial industry’s most robust portfolio monitoring and reporting system, Pulse. And now, AssetBook presents Valian, the next generation of client engagement apps tailor made for financial advisors that care about building and maintaining trust with their clients. Valian provides features that will keep clients engaged, simplify communication and enhance collaboration.

About

Post Oak Private Wealth

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It's simpler than ever to access your client profile using our app. With this app you can securely log in to view your portfolio and performance details. Our app also makes it possible to safely share client information and provide communication.

Screenshots

Valian4 screens
Post Oak Private Wealth4 screens

Verdict

The call

The clearest difference is iOS requirement: Post Oak Private Wealth at 12.0 against Valian's 15.1. On price, 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

CostPrice · In-app purchases · Ads · Monetization

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

Scorecard1 real difference · 5 level
Valian versus Post Oak Private Wealth: the parameters behind the verdict, then further details
ParameterValianPost Oak Private Wealth
PriceFreeFree
Update frequencyEvery 3 weeks—
AdsNo—
In-app purchasesNoNo
DevicesiPhone, iPodiPhone, iPad, iPod — better
Requires iOS15.112.0 — better
Further details — not scored
Size42 MB1 MB
Age rating4+4+
DeveloperAssetBook LLCRMW Advisors LLC

In-app purchases

None

Valian

No in-app purchases

None

Post Oak Private Wealth

No in-app purchases

Questions

Is Valian free?
Valian is free to download, with no in-app purchases.
Is Post Oak Private Wealth free?
Post Oak Private Wealth is free to download, with no in-app purchases.

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