Diversify Client Portal vs Basis
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Diversify Client Portal
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This Mobile App allows you to view account information, balances and easily contact your advisor.
Basis
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Most rental apps ask you to enter transactions manually. Basis asks for your statement. Upload a credit card statement or property manager report and Basis categorizes everything — income, repairs, fees — with precision. No spreadsheets. No guesswork. And when you have a question about your finances, just ask Penny. Penny is the AI inside Basis that speaks landlord. Ask her to mark payments, find anomalies, or summarize a property's performance — all in plain English. Built for independent landlords who own 1, 10 or 100 properties and want their finances to just work.
Screenshots
Verdict
The clearest difference is device support: Diversify Client Portal at 3 against Basis's —. On price, in-app purchases and iOS requirement 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.
| Parameter | Diversify Client Portal | Basis |
|---|---|---|
| Price | Free | Free |
| Update frequency | Monthly | — |
| Ads | No | — |
| In-app purchases | No | No |
| Devices | iPhone, iPad, iPod — better | — |
| Requires iOS | 15.6 | 15.1 — better |
| Further details — not scored | ||
| Size | 61 MB | 41 MB |
| Age rating | 4+ | 4+ |
| Developer | Diversify Advisor Network | Matthew Audette |
In-app purchases
Diversify Client Portal
No in-app purchases
Basis
No in-app purchases
Questions
Is Diversify Client Portal free?
Is Basis free?
Other comparisons
