Creative Planning vs SageView Invest
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Creative Planning
Access your financial portfolio on the go. This app allows you to view your investments and financial plans from your mobile device.
- Portfolio access
- Financial planning view
- Mobile device compatibility
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Access your Creative Planning portfolio through your mobile device
SageView Invest
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As a SageView client, you have access to an intuitive financial dashboard of your finances, document vault, interactive reports, and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your wealth advisor. • And more!
Screenshots
Verdict
Creative Planning and SageView Invest 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.
Creative Planning ships an update every 6 months, SageView Invest every 5 months. The most recent releases landed on November 1, 2026 and October 30, 2026 respectively.
| Parameter | Creative Planning | SageView Invest |
|---|---|---|
| Price | Free | Free |
| Rating | 1.9 (47 ratings) — better | — |
| Positive reviews | 8.3% of reviews | — |
| Number of ratings | 47 — better | — |
| Update frequency | Every 6 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 | 15.1 — better |
| Further details — not scored | ||
| Size | 61 MB | 44 MB |
| Age rating | 4+ | 4+ |
| Developer | Creative Planning, Inc. | SageView Advisory Group |
In-app purchases
Creative Planning
No in-app purchases
SageView Invest
No in-app purchases
Questions
Is Creative Planning free?
Is SageView Invest free?
Do Creative Planning or SageView Invest have ads?
Which is updated more often, Creative Planning or SageView Invest?
Other comparisons
