Comparison

AdviceWorks® vs Hancock Whitney Total Wealth

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

Head to head
About

AdviceWorks®

Manage your complete financial picture with this app, offering a comprehensive overview of accounts, investment performance, and net worth. Securely store financial documents and collaborate with your financial professional.

Highlights
  • Financial overview dashboard
  • Net worth tracking
  • Document management
  • Secure personal document vault
  • Biometric login (Face ID/Touch ID)
  • Communication with financial professional
Read full description

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.

About

Hancock Whitney Total Wealth

Features
Read full description

HW Total Wealth app allows you to access and track your investment account(s) while you’re on the move. With the app’s simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include: - A dashboard summarizing your investment account(s), market value, and how your money is invested - Graphical views showing the value of your investments over time - Landscape views for more detailed views of your account(s) You must currently have access to the online https://hancockwhitney.ecx.seic.com site to be able to use this application. For assistance in registering, please contact your financial advisor.

Screenshots

AdviceWorks®4 screens
Hancock Whitney Total Wealth4 screens

Verdict

The call

AdviceWorks® and Hancock Whitney Total Wealth are too close to call on the numbers: across 5 compared parameters — price, ads, in-app purchases and device support 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

CostPrice · In-app purchases · Ads · Monetization

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

ScorecardNo meaningful differences
AdviceWorks® versus Hancock Whitney Total Wealth: the parameters behind the verdict, then further details
ParameterAdviceWorks®Hancock Whitney Total Wealth
PriceFreeFree
Rating3.7 (147 ratings) — better—
Positive reviews15.2% of reviews—
Number of ratings147 — better—
Update frequencyMonthly—
AdsNoNo
In-app purchasesNoNo
MonetizationFree—
DevicesiPhone, iPadiPhone, iPod
Requires iOS16.416 — better
Further details — not scored
Size46 MB23 MB
Age rating4+4+
DeveloperCetera Financial Group®, Inc.Hancock Whitney Corporation

Bugs and requests

AdviceWorks®

Reported bugs

22 issues
  • 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
Show 17 more
  • Biometrics/password incorrect upon re-entry
  • Password autofill not working correctly
  • App crashes every time it's opened
  • App crashes frequently after updates
  • App requires update but then says it doesn't
  • Blank screen after loading
  • Account balances not updating
  • App is completely offline
  • Data not reflecting current account status
  • App requires manual synchronization of accounts
  • Accounts constantly need external re-authentication
  • App freezes on login screen
  • Incompatible with older devices
  • Login issues after updates
  • App crashes on second opening
  • Constant need to reset phone to log on
  • App error 2

Requested features

15 requests
  • 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
Show 10 more
  • Display daily gain/loss information
  • Include a log of new trades
  • Improve account synchronization and re-authentication
  • Support SMS code auto-detection
  • Allow downloading cost basis
  • Improve UI design and color contrast
  • Provide more accurate balance reporting
  • Enhance app to offer more value than website
  • Fix portrait mode limitation
  • Improve two-factor authentication process

Hancock Whitney Total Wealth

Not enough reviews yet to summarise bugs or requests.

In-app purchases

None

AdviceWorks®

No in-app purchases

None

Hancock Whitney Total Wealth

No in-app purchases

Questions

Is AdviceWorks® free?
AdviceWorks® is free to download, with no in-app purchases.
Is Hancock Whitney Total Wealth free?
Hancock Whitney Total Wealth is free to download, with no in-app purchases.
Do AdviceWorks® or Hancock Whitney Total Wealth have ads?
Neither AdviceWorks® nor Hancock Whitney Total Wealth shows ads.

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