Modera Wealth Management, LLC vs Envestnet Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Modera Wealth Management, LLC
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This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • And more!
Envestnet Client View
Manage your finances and work towards your financial goals with this mobile application. It offers tools to simplify your financial life, suitable for both new and experienced users.
- Financial control
- Goal achievement
- Financial life simplification
- Investor tools
- Beginner-friendly finance
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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 Modera Wealth Management, LLC's every 15 months. Modera Wealth Management, LLC'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.
Modera Wealth Management, LLC ships an update every 15 months, Envestnet Client View every 3 weeks. Both last shipped on November 7, 2026.
| Parameter | Modera Wealth Management, LLC | Envestnet Client View |
|---|---|---|
| Price | Free | Free |
| Rating | — | 3.6 (14 ratings) — better |
| Positive reviews | — | 0.0% of reviews |
| Number of ratings | — | 14 — better |
| Update frequency | Every 15 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 | 65 MB | 44 MB |
| Age rating | 17+ | 4+ |
| Developer | Modera Wealth Management LLC | Envestnet Financial Technologies, Inc. |
In-app purchases
Modera Wealth Management, LLC
No in-app purchases
Envestnet Client View
No in-app purchases
Questions
Is Modera Wealth Management, LLC free?
Is Envestnet Client View free?
Do Modera Wealth Management, LLC or Envestnet Client View have ads?
Which is updated more often, Modera Wealth Management, LLC or Envestnet Client View?
Other comparisons
