# AdviceWorks® vs OptimalFinancial

AdviceWorks® and OptimalFinancial 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, OptimalFinancial every 3 weeks. The most recent releases landed on October 16, 2026 and October 5, 2026 respectively.

## The numbers

| Metric | AdviceWorks® | OptimalFinancial |
| --- | --- | --- |
| 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 3 weeks** |
| Monetization | Free | — |
| Size | 46 MB | 40 MB |
| Requires iOS | 16.4 | 16.4 |
| Devices | iPhone, iPad | iPhone, iPad |
| Age rating | 4+ | 4+ |
| Developer | [Cetera Financial Group®, Inc.](https://appshunter.io/developer/1313445777) | [OptimalFinancial LLC](https://appshunter.io/developer/6780243872) |

## 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


### OptimalFinancial

[App page](https://appshunter.io/ios/app/optimalfinancial/id6780243870)

**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 OptimalFinancial free?

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

### Do AdviceWorks® or OptimalFinancial have ads?

Neither AdviceWorks® nor OptimalFinancial shows ads.

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

AdviceWorks® ships an update monthly, and OptimalFinancial every 3 weeks. Most recently, AdviceWorks® was updated on October 16, 2026 and OptimalFinancial on October 5, 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.*