# Envestnet Client View — user reviews

> 1 indexed App Store user reviews of Envestnet Client View by Envestnet Financial Technologies, Inc., rated 3.91/5 from 11 ratings.

- Source: https://appshunter.io/ios/app/envestnet-client-view/id6463820940/reviews
- App overview in markdown: https://appshunter.io/ios/app/envestnet-client-view/id6463820940.md
- Rating breakdown: 5★ 7 · 4★ 0 · 3★ 2 · 2★ 0 · 1★ 2

## Most critical reviews (1 lowest-rated)

### 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.

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*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.*