Beacon Pointe vs Envestnet Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Beacon Pointe
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Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app. TOP FEATURES • A personalized, interactive dashboard that displays your complete financial picture. • A document vault for securely storing, sending and receiving files with your wealth advisor. • Dynamic reports with current investment information. • Budgeting tools, and more.
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 update cadence: Envestnet Client View at every 3 weeks against Beacon Pointe's every 33 months. Beacon Pointe's advantage is iOS requirement (10.0 vs 15.1). On price, ads, in-app purchases and device support 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.
Beacon Pointe ships an update every 33 months, Envestnet Client View every 3 weeks. The most recent releases landed on October 4, 2026 and October 12, 2026 respectively.
| Parameter | Beacon Pointe | Envestnet Client View |
|---|---|---|
| Price | Free | Free |
| Rating | — | 3.5 (13 ratings) — better |
| Positive reviews | — | 0.0% of reviews |
| Number of ratings | — | 13 — better |
| Update frequency | Every 33 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 10.0 — better | 15.1 |
| Further details — not scored | ||
| Size | 66 MB | 44 MB |
| Age rating | 17+ | 4+ |
| Developer | Beacon Pointe Holdings, LLC | Envestnet Financial Technologies, Inc. |
In-app purchases
Beacon Pointe
No in-app purchases
Envestnet Client View
No in-app purchases
Questions
Is Beacon Pointe free?
Is Envestnet Client View free?
Do Beacon Pointe or Envestnet Client View have ads?
Which is updated more often, Beacon Pointe or Envestnet Client View?
Other comparisons
