Crescent Wealth Connect vs Cresset
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Crescent Wealth Connect
This platform integrates asset protection and management, providing clients with mobile access to their financial information. View net worth, performance reports, transaction details, and secure documents. Connect with your advisor team for meetings and communications.
- Net worth breakdown
- Performance reporting
- Gains/Loss analysis
- Transaction details
- Secure document vault
- Advisor team communication
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Crescent Connect by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. Taking all the power of the Client Experience and put it in our clients' hands wherever they go. The mobile and tablet app includes a home screen with a breakdown of a client's accounts, account aggregation, dynamic reporting content, advisor team connection, and vault. Items include: • Networth breakdown by account, including held-away assets • Current and past performance reporting • Realized and Unrealized Gains/Loss analysis • Transaction details • Vault containing statements and important documents • Team interaction for meetings and communications
Cresset
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Download Cresset’s client portal mobile app, offering you secure and convenient access to view performance, asset allocation, net worth, documents, and Cresset-curated content.
Screenshots
Verdict
The clearest difference is update cadence: Crescent Wealth Connect at every 2 months against Cresset's every 5 months. Crescent Wealth Connect also leads on iOS requirement (15.5 vs 17.0). On price, ads, 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
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Crescent Wealth Connect ships an update every 2 months, Cresset every 5 months. Both last shipped on November 3, 2026.
| Parameter | Crescent Wealth Connect | Cresset |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 2 months — better | Every 5 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.5 — better | 17.0 |
| Further details — not scored | ||
| Size | 144 MB | 56 MB |
| Age rating | 4+ | 4+ |
| Developer | Crescent Wealth Management, Inc. | Cresset Capital Management, LLC |
In-app purchases
Crescent Wealth Connect
No in-app purchases
Cresset
No in-app purchases
Questions
Is Crescent Wealth Connect free?
Is Cresset free?
Do Crescent Wealth Connect or Cresset have ads?
Which is updated more often, Crescent Wealth Connect or Cresset?
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