Client Access vs RightCapital
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Client Access
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
- View account balances and investment values
- Transfer funds and deposit checks
- Access market information
- Store financial documents securely
- Analyze asset allocation
- Contact financial advisor
Read full descriptionHide full description
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.
RightCapital
Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.
- View all financial accounts and investments
- Link external financial accounts
- Track expenses with budget module
- Secure document sharing vault
- Receive task notifications
- Improve advisor communication
Read full descriptionHide full description
RightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor. The RightCapital app allows your financial advisor to give you the ability to see all of your financial accounts and investments in one place at any time, link accounts, track expenses in the budget module, share documents in the secure vault, and receive notifications on upcoming tasks. It can substantially improve communication between you and your financial advisor.
Screenshots
Verdict
The clearest difference is ratings volume: Client Access at 155 against RightCapital's 46. On price, rating, review sentiment and update cadence 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.
On the App Store both sit at effectively the same score — 4.0 for Client Access against 3.9 for RightCapital. Both are backed by a comparable volume of ratings — 155 and 46 respectively. Written reviews are what separate them: 28% of Client Access's written reviews are positive against 32% of RightCapital's.
Client Access ships an update every 5 weeks, RightCapital every 2 months. The most recent releases landed on September 18, 2026 and September 19, 2026 respectively.
| Parameter | Client Access | RightCapital |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (155 ratings) — better | 3.9 (46 ratings) |
| Positive reviews | 28.0% of reviews | 32.4% of reviews — better |
| Number of ratings | 155 — better | 46 |
| Update frequency | Every 5 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPod |
| Requires iOS | 15.0 — better | 15.1 |
| Further details — not scored | ||
| Size | 74 MB | 41 MB |
| Age rating | 4+ | 4+ |
| Developer | Raymond James Financial | RightCapital Inc. |
Customer experience
Client Access
RightCapital
Bugs and requests
Client Access
Reported bugs
15 issues- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken
Show 10 moreShow fewer
- App freezes when checking pending activity
- Incompatibility with Apple Keychain password manager
- App crashes on iPhone 14 and newer iOS versions
- Horizontal scrolling not working properly
- App loses login credentials after closing
- Recent update prevents app from opening
- Stock price updates delayed 15-30 minutes
- Mobile deposit year selection not working for IRA contributions
- App becomes unresponsive after entering portfolio section
- Inconsistent behavior with two-factor authentication
Requested features
16 requests- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview
Show 11 moreShow fewer
- Show total portfolio income across all accounts
- Add bill pay functionality
- Implement column sorting on portfolio tables
- Display all accounts on single screen without scrolling
- Add Goals section to mobile app
- Improve font sizes for better readability
- Add HSA account support
- Enable external account linking
- Provide trade order status tracking
- Implement dark mode option
- Rename app to 'RJ Client Access' for better discoverability
RightCapital
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Client Access
No in-app purchases
RightCapital
No in-app purchases
Questions
Is Client Access free?
Is RightCapital free?
Which has better reviews, Client Access or RightCapital?
Do Client Access or RightCapital have ads?
Which is updated more often, Client Access or RightCapital?
Other comparisons
