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Android Apps > Finance > AdviceWorks Client Access
AdviceWorks Client Access icon

AdviceWorks Client Access

by AdviceWorks Portal · Finance · Free
On Google Play since December 2023 · Data updated 2026-10-20
Google Play

AdviceWorks Client Access is made and published by AdviceWorks Portal. AppBrain is an independent app data site and isn't affiliated with AdviceWorks Portal. The app name, icon, screenshots and description belong to AdviceWorks Portal and are shown as published on Google Play.

AppBrain's verdict

Total installs
39 thousand
Rating on Google Play
3.39
61 ratings
Last updated
December 7, 2023

AdviceWorks Client Access has 39 thousand installs. It doesn't have enough ratings yet to judge what users think.

Installs

Tracked by AppBrain
Last 30 days
1.7 thousand
Per day
56
30-day average
Play install range
10+ thousand
Launched
December 2023

Installs over time

AdviceWorks Client Access has been installed 39 thousand times. Over the past 30 days, it averaged 56 installs per day.

Rankings

Google Play top charts

Google Play Rankings for AdviceWorks Client Access

This app is not ranked

Competitors

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Releases

Updates seen on Google Play
Launched
December 2023
  • Sep 29, 2024Installs10,000+ installs
  • Mar 31, 2024Installs5,000+ installs
  • Dec 24, 2023Installs1,000+ installs
  • Dec 10, 2023Installs500+ installs
  • Dec 8, 2023Installs100+ installs
Show all changes Show fewer

User feedback

Ratings and reviews on Google Play

Google Play Rating history and histogram

26
9
5
5
16

Comments on AdviceWorks Client Access for Android

★★★★☆ Tom Georges · Jan 25, 2025
EDIT - A new version appeared. So now working. Working fine as of today but after an android update, keeps telling me "you must update the app to continue" - and the app has no update available in the play store. Cleared cache, restarted, no luck. Even a reinstallation didn't change. Developers need to get this fixed.
★★★★★ Frank Maduri · May 14, 2024
Absolutely Fantastic Service & Friendly staff with this app! I have really had to thank my new banker! I love it!
★★★★★ A Google user · Jan 25, 2025
I have loved this app. Until now, as it tells me I have to update but, when I hit the update now button, it takes me open or uninstall. Then, when I hit the open, it tells me to update. So I hot update now, and it takes me to open or uninstall, which takes me to update now. To open or uninstall to update now
★☆☆☆☆ Luca Rescigno · Jan 9, 2025
Pretty bad. Biometric unlock doesn't do anything. Linking an outside account only lets you see your "net worth" but doesn't do anything else, and there's no way to unlink an external account. The platform overall is unintuitive and gives the user almost zero control over anything. This might be a limitation of the product rather than just the app - all transactions must be made through a financial manager. You don't really control your assets through Pershing.
★★☆☆☆ Mike Matt · Jul 1, 2025
Pretty terrible app. Biometrics constantly fail and have to be renewed, weird bug codes, app crashes. Pretty scary that a company managing your retirement accounts cant get a freaking app to work properly.
★☆☆☆☆ Roger Saunders · Jan 25, 2025
I hate to be forced to rate anything, that's what this app has done. They would have gotten I better rating if they had asked if I WANTED to rate it

Technology

Found in the app by AppBrain
Ads
No ads
Price
Free
Libraries
?
App size
N/A
Content rating
Everyone

Technologies used by AdviceWorks Client Access

About the app and developer

About AdviceWorks Client Access

AdviceWorks Client Access is a finance app developed by AdviceWorks Portal.

Install Statistics

AdviceWorks Client Access has been installed 39 thousand times. In the last 30 days, the app was installed 1.7 thousand times.

User Ratings

AdviceWorks Client Access is rated 3.39 out of 5 stars. The rating is based on 61 ratings.

App Information

AdviceWorks Client Access is freely available from Google Play. The last update was on December 7, 2023.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play since December 2023.

App Performance Report

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Developer information for AdviceWorks Portal

AdviceWorks Portal

adviceworksvendoradministration@cetera.com

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Store listing

By AdviceWorks Portal, from Google Play

“Effortlessly manage investments with the user-friendly features of AdviceWorks.”

AdviceWorks Client Access Screenshot 1 of 6
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Screenshots by AdviceWorks Portal, from the Google Play listing
Description by AdviceWorks Portal Written by the developer, not by AppBrain. Click to read.
Experience seamless and intuitive investment management wherever you go! The AdviceWorks Client Access mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for informed decision-making.
Contact your financial professional for login credentials if you’re a current client with Cetera accounts and don’t already have a username and password from the desktop platform.
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.
Official page on Google Play
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