# Envestnet Client View > Financial management app for goal achievement and simplified personal finance. (iPhone/iPad app by Envestnet Financial Technologies, Inc..) - Source: https://appshunter.io/ios/app/envestnet-client-view/id6463820940 (this page in markdown: same URL + `.md`) - Developer: [Envestnet Financial Technologies, Inc.](https://appshunter.io/developer/522849903) - Category: Finance - Price: Free - Rating: 3.91/5 from 11 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 44 MB - Languages: English - Released: 2023-09-26 - Data updated: 2026-08-27 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/envestnet-client-view/id6463820940/reviews.md ## What is Envestnet Client View? 'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone. ## Key features - Financial goal achievement - Simplified financial management - Tools for investors - Personal finance tracking ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/envestnet-client-view/id6463820940/reviews.md ### 1/5 — Promising Concept, But Falls Short in Execution *2025-07-27* The Envestnet Client View mobile app has a clean interface and a strong concept, but the functionality is frustratingly poor. • When attempting to add accounts, I consistently encounter an error when clicking the “Add Accounts” button. This essentially renders the core functionality of the app useless. • Adding manual assets is equally problematic. There’s no option to categorize assets as “Investment Assets.” Instead, I’m forced to use the “Other Assets” category, which doesn’t map correctly to MoneyGuidePro. • Even when manually entering investment accounts, they do not integrate or sync properly with MoneyGuidePro, which defeats the purpose of using the app for financial planning. • The tax status options are too limited—only “Taxable” and “Non-taxable” are available. It should offer more accurate classifications such as “Taxable,” “Tax-Free,” and “Tax-Deferred.” Overall, both the mobile and browser versions are buggy, time-consuming, and unintuitive. Compared to other account aggregation tools on the market, this app significantly diminishes the client experience. There’s great potential here, but it needs substantial improvement to be a reliable and effective financial planning tool. ## Frequently asked questions about Envestnet Client View ### What is Envestnet Client View? Envestnet Client View is a mobile application designed to help users manage their finances and work towards their financial goals. It aims to simplify financial life for both new and experienced users. ### Is Envestnet Client View free to use? Yes, Envestnet Client View is available for free. It does not have any associated costs for download or basic usage. ### What devices support Envestnet Client View? Envestnet Client View is supported on iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem. ### How secure is Envestnet Client View? While specific security features are not detailed, financial management apps typically employ robust security measures to protect user data. Users should always ensure they are using strong, unique passwords. ### When was Envestnet Client View last updated? The latest version of Envestnet Client View was updated on March 24, 2026. This indicates a commitment to ongoing development and improvements. ### What is the age rating for Envestnet Client View? Envestnet Client View has an age rating of 4+. This suggests it is suitable for a wide range of users, including younger individuals who may be learning about finance. ### What do users like about Envestnet Client View? Based on the limited ratings, users appreciate the app's focus on simplifying financial management and empowering users to achieve their goals. Its accessibility for beginners is a key positive aspect. ### Does Envestnet Client View have ads? No, Envestnet Client View does not contain advertisements. Users can expect an ad-free experience while managing their finances. ## Version history (last 5 releases) ### 20.0.0 — 2026-07-14 Bug fixes and enhancements ### 19.0.1 — 2026-06-13 Bug fixes and enhancements ### 17.0.0 — 2026-04-22 Bug fixes and enhancements ### 16.0.0 — 2026-03-24 Bug fixes and enhancements ### 14.0.0 — 2026-01-25 Bug fixes and enhancements ## Apps similar to Envestnet Client View | App | Rating | Price | Category | | --- | --- | --- | --- | | [Wealthscape Investor℠](https://appshunter.io/ios/app/wealthscape-investor/id1250464115) | 4.7 (18,859) | Free | Finance | | [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.6 (28) | Free | Finance | | [MoneyMobile](https://appshunter.io/ios/app/moneymobile/id556074184) | 4.8 (405) | Free | Finance | | [Wealthscape℠](https://appshunter.io/ios/app/wealthscape/id1164184928) | 4.8 (2,815) | Free | Finance | | [NetXInvestor™ Mobile](https://appshunter.io/ios/app/netxinvestor-mobile/id784595887) | 1.8 (366) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,499) | Free | Finance | ## More apps by Envestnet Financial Technologies, Inc. - [iSecure Retirement](https://appshunter.io/ios/app/isecure-retirement/id575791939) - [Envestnet Advisor Summit 2019](https://appshunter.io/ios/app/envestnet-advisor-summit-2019/id1220287607) - [Envestnet Elevate](https://appshunter.io/ios/app/envestnet-elevate/id6446954285) - [Envestnet Events](https://appshunter.io/ios/app/envestnet-events/id6499420123) - [Envestnet Elevate](https://appshunter.io/ios/app/envestnet-elevate/id6743794983) All apps by Envestnet Financial Technologies, Inc.: https://appshunter.io/developer/522849903 ## Related topics [envestnet client view](https://appshunter.io/ios/topics/envestnet-client-view) · [tamarac](https://appshunter.io/ios/topics/tamarac) · [envestnet](https://appshunter.io/ios/topics/envestnet) · [envestnet elevate](https://appshunter.io/ios/topics/envestnet-elevate) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-27.*