Windsor Wealth vs Envestnet Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Windsor Wealth
Access your financial account details, track your balances, and connect with your wealth management advisors. This app provides a convenient way to stay informed about your investments and communicate with your financial team.
- Check account information
- Monitor balances
- Contact wealth management team
- Secure client access
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With this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
Envestnet Client View
Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.
- Financial goal achievement
- Simplified financial management
- Tools for investors
- Personal finance tracking
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'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.
Screenshots
Verdict
The clearest difference is rating: Windsor Wealth at 5.0 against Envestnet Client View's 3.5. Windsor Wealth also leads on iOS requirement (13.4 vs 15.1). Envestnet Client View's advantage is update cadence (every 3 weeks vs every 8 months) and ratings volume (13 vs 3). On price, ads, in-app purchases and monetization model 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.
Windsor Wealth holds the better App Store score, 5.0 against 3.5. Both are backed by a comparable volume of ratings — 3 and 13 respectively.
Windsor Wealth ships an update every 8 months, Envestnet Client View every 3 weeks. The most recent releases landed on September 30, 2026 and October 12, 2026 respectively.
| Parameter | Windsor Wealth | Envestnet Client View |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (3 ratings) — better | 3.5 (13 ratings) |
| Positive reviews | — | 0.0% of reviews |
| Number of ratings | 3 | 13 — better |
| Update frequency | Every 8 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 13.4 — better | 15.1 |
| Further details — not scored | ||
| Size | 41 MB | 44 MB |
| Age rating | 4+ | 4+ |
| Developer | Windsor Wealth Management, Inc. | Envestnet Financial Technologies, Inc. |
Customer experience
Windsor Wealth
Envestnet Client View
In-app purchases
Windsor Wealth
No in-app purchases
Envestnet Client View
No in-app purchases
Questions
Is Windsor Wealth free?
Is Envestnet Client View free?
Which has better reviews, Windsor Wealth or Envestnet Client View?
Do Windsor Wealth or Envestnet Client View have ads?
Which is updated more often, Windsor Wealth or Envestnet Client View?
Other comparisons
