Cardinal Point vs Robertson Stephens WM
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Cardinal Point
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The Cardinal Point app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics. Cardinal Point app Features for Clients: View Cardinal Point newsfeed. Attend scheduled Zoom calls with your team. Communicate directly with your team via Direct Messenger. Gain insights into the market and various financial planning topics curated by Cardinal Point. View Cardinal Point Blog Posts, Newsletters and Podcasts with a single click. Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team. Invite your family and friends to gain knowledge from professionals you trust.
Robertson Stephens WM
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The Robertson Stephens app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics. Robertson Stephens app Features for Clients: -View Robertson Stephens newsfeed. -Attend scheduled Zoom calls with your team. -Communicate directly with your team via Direct Messenger. -Gain insights into the market and various financial planning topics curated by Robertson Stephens. -View Robertson Stephens resources with a single click. -Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team. -Invite your family and friends to gain knowledge from professionals you trust.
Screenshots
Verdict
Cardinal Point and Robertson Stephens WM 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.
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.
Cardinal Point ships an update every 6 weeks, Robertson Stephens WM every 2 months. The most recent releases landed on October 10, 2026 and September 27, 2026 respectively.
| Parameter | Cardinal Point | Robertson Stephens WM |
|---|---|---|
| Price | Free | Free |
| Update frequency | Every 6 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.1 | 15.1 |
| Further details — not scored | ||
| Size | 64 MB | 64 MB |
| Age rating | 17+ | 17+ |
| Developer | Cardinal Point Capital Management Inc | Robertson Stephens Wealth Management, LLC |
In-app purchases
Cardinal Point
No in-app purchases
Robertson Stephens WM
No in-app purchases
Questions
Is Cardinal Point free?
Is Robertson Stephens WM free?
Do Cardinal Point or Robertson Stephens WM have ads?
Which is updated more often, Cardinal Point or Robertson Stephens WM?
Other comparisons
