AdviceWorks® vs Investor360°
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
AdviceWorks®
Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.
- Comprehensive account overview dashboard
- Net worth tracking with linked accounts
- Secure document vault for statements and reports
- Face ID/Touch ID login for enhanced security
- Direct communication and document sharing with advisor
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Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. Unlock a suite of essential features: • Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance • Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets • Effortlessly manage financial documents, including account statements, confirms, and advisory reports • Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos • Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID • Foster easy communication with your financial professional through accessible contact details and document sharing capabilities Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investor360°
Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.
- Real-time holdings and balances
- Balance and transaction history
- Detailed position breakdown
- Secure encrypted messaging
- File attachment capability
- 24/7 platform access
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Investor360° is a holistic lens into Your Complete Financial Life®, providing an optimized and streamlined financial experience featuring: • Real-time holdings and detailed balances • Balance and transaction history • Detailed position breakdown for each account • Securely encrypted messaging allowing file attachment • 24x7 continual platform access
Screenshots
Verdict
The clearest difference is rating: AdviceWorks® at 3.7 against Investor360°'s 2.8. On price, review sentiment, ratings volume and update cadence 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.
AdviceWorks® holds the better App Store score, 3.7 against 2.8. Both are backed by a comparable volume of ratings — 139 and 110 respectively. Written reviews point the same way: 16% of AdviceWorks®'s written reviews are positive against 13% of Investor360°'s.
AdviceWorks® ships an update monthly, Investor360° every 5 weeks. The most recent releases landed on September 20, 2026 and September 25, 2026 respectively.
| Parameter | AdviceWorks® | Investor360° |
|---|---|---|
| Price | Free | Free |
| Rating | 3.7 (139 ratings) — better | 2.8 (110 ratings) |
| Positive reviews | 16.1% of reviews — better | 13.0% of reviews |
| Number of ratings | 139 — better | 110 |
| Update frequency | Monthly — better | Every 5 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad — better | iPhone |
| Requires iOS | 16.4 | 16.2 — better |
| Further details — not scored | ||
| Size | 46 MB | 52 MB |
| Age rating | 4+ | 4+ |
| Developer | Cetera Financial Group®, Inc. | Advisor360°, LLC |
Customer experience
AdviceWorks®
Investor360°
In-app purchases
AdviceWorks®
No in-app purchases
Investor360°
No in-app purchases
Questions
Is AdviceWorks® free?
Is Investor360° free?
Which has better reviews, AdviceWorks® or Investor360°?
Do AdviceWorks® or Investor360° have ads?
Which is updated more often, AdviceWorks® or Investor360°?
Other comparisons
