# AdviceWorks® vs FutureStep

AdviceWorks® and FutureStep 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.

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

AdviceWorks® ships an update monthly, FutureStep every 2 months. The most recent releases landed on September 30, 2026 and September 15, 2026 respectively.

## The numbers

| Metric | AdviceWorks® | FutureStep |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[3.7 (139 ratings)](https://appshunter.io/ios/app/adviceworks/id6466180905/reviews)** | — |
| Number of ratings | **139** | — |
| Positive reviews | 16.1% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Monthly** | Every 2 months |
| Monetization | Free | — |
| Size | 46 MB | 262 MB |
| Requires iOS | 16.4 | **15.0** |
| Devices | iPhone, iPad | **iPhone, iPad, iPod** |
| Age rating | 4+ | 4+ |
| Developer | [Cetera Financial Group®, Inc.](https://appshunter.io/developer/1313445777) | [Vestwell Holdings Inc.](https://appshunter.io/developer/1745543821) |

## What reviewers say

### AdviceWorks®

[App page](https://appshunter.io/ios/app/adviceworks/id6466180905)

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.

**Highlights:** 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

**In-app purchases:** none

**What reviewers like**

- 👍 Access to accounts and documents
- 👍 Intuitive and straightforward navigation
- 👍 Face ID login support
- 👍 Seamless interface for tracking finances
- 👍 Useful for viewing account balances

**What reviewers complain about**

- 🐛 Frequent login issues
- 🐛 App crashes frequently
- 🐛 Inconsistent data updates
- 🐛 Missing key features from web version
- 🐛 Not user-friendly interface

**Reported bugs**

- Not logging in after updates
- App requires turning off privacy settings to log in
- Trades not showing for days
- Holdings frequently missing
- App logs out after closing

**Requested features**

- Integrate features like organizing accounts, reviewing cash flows
- Enable landscape mode for tablets
- Add historical charts of balance or asset performance
- Implement stock lookup functionality
- Allow password changes within the app


### FutureStep

[App page](https://appshunter.io/ios/app/futurestep/id6755500660)

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is AdviceWorks® free?

AdviceWorks® is free to download, with no in-app purchases.

### Is FutureStep free?

FutureStep is free to download, with no in-app purchases.

### Do AdviceWorks® or FutureStep have ads?

Neither AdviceWorks® nor FutureStep shows ads.

### Which is updated more often, AdviceWorks® or FutureStep?

AdviceWorks® ships an update monthly, and FutureStep every 2 months. Most recently, AdviceWorks® was updated on September 30, 2026 and FutureStep on September 15, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*