ClientLink vs Envestnet Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
ClientLink
Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.
- View account summaries and balances
- Real-time market data
- Trade stocks, ETFs, and mutual funds
- Connect with financial advisor
- Access Wedbush Research
- Portfolio performance tracking
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The ClientLink mobile app lets you access and manage your accounts and investments wherever you are. View your Accounts: View Household Summary, Today’s Gain/Loss, and Balances Quickly view accounts grouped by Non-Retirement and Retirement View Cash and Stocks & Related in the Holdings page Quickly see Top Performing stocks across your portfolio Connect With Your Advisor Quickly connect with your Advisor via email, phone, or by scheduling a meeting all within the ClientLink app Market data View Real-time Market Data for Stocks in your Portfolio Invest Trade Stocks, ETFs, mutual funds and options Research Quickly view Wedbush Research directly in the app experience What’s New Thank you for using the ClientLink mobile app. The latest version includes Bug fixes and enhancements Your feedback helps us improve your experience through ongoing updates. Let us know what you think by writing a review
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 review sentiment: ClientLink at 57% against Envestnet Client View's 0%. ClientLink also leads on rating (4.4 vs 3.5) and iOS requirement (13.0 vs 15.1). On price, ratings volume, update cadence and ads 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.
ClientLink holds the better App Store score, 4.4 against 3.5. Both are backed by a comparable volume of ratings — 19 and 13 respectively. Written reviews point the same way: 57% of ClientLink's written reviews are positive against 0% of Envestnet Client View's.
ClientLink ships an update fortnightly, Envestnet Client View every 3 weeks. The most recent releases landed on October 9, 2026 and October 12, 2026 respectively.
| Parameter | ClientLink | Envestnet Client View |
|---|---|---|
| Price | Free | Free |
| Rating | 4.4 (19 ratings) — better | 3.5 (13 ratings) |
| Positive reviews | 57.1% of reviews — better | 0.0% of reviews |
| Number of ratings | 19 — better | 13 |
| Update frequency | Fortnightly — better | Every 3 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPod | iPhone, iPad, iPod — better |
| Requires iOS | 13.0 — better | 15.1 |
| Further details — not scored | ||
| Size | 22 MB | 44 MB |
| Age rating | 17+ | 4+ |
| Developer | Wedbush Securities, Inc. | Envestnet Financial Technologies, Inc. |
Customer experience
ClientLink
Envestnet Client View
In-app purchases
ClientLink
No in-app purchases
Envestnet Client View
No in-app purchases
Questions
Is ClientLink free?
Is Envestnet Client View free?
Which has better reviews, ClientLink or Envestnet Client View?
Do ClientLink or Envestnet Client View have ads?
Which is updated more often, ClientLink or Envestnet Client View?
Other comparisons
