Client Access vs Culbreth WM
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
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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.
Culbreth WM
Access your financial accounts, track performance, and review your financial plan. Securely store important documents and get assistance with setup. This app is for existing clients of a wealth management firm.
- View account balances
- Access performance reports
- Review financial plans
- Document vault access
- Client support
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This mobile app allows clients to view their account balances, performance reports, financial plan and document vault. Please reach out if assistance is needed in setting up your mobile app. Culbreth Wealth Management is located in Dacula, GA and provides full financial planning and wealth management services to clients across the United States. If you are not a client and are interested in learning more, please check out our website at www.culbrethwm.com.
Screenshots
Verdict
The clearest difference is rating: Culbreth WM at 5.0 against Client Access's 4.0. Culbreth WM also leads on iOS requirement (13.4 vs 15.0). Client Access's advantage is ratings volume (155 vs 1) and update cadence (every 5 weeks vs every 5 months). 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.
Culbreth WM holds the better App Store score, 5.0 against 4.0. That said, the two scores are not equally well evidenced: Client Access has 155 ratings behind it against 1, so its average is the more settled of the two.
Client Access ships an update every 5 weeks, Culbreth WM every 5 months. The most recent releases landed on October 9, 2026 and October 5, 2026 respectively.
| Parameter | Client Access | Culbreth WM |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (155 ratings) | 5.0 (1 ratings) — better |
| Positive reviews | 28.0% of reviews | — |
| Number of ratings | 155 — better | 1 |
| Update frequency | Every 5 weeks — better | Every 5 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.0 | 13.4 — better |
| Further details — not scored | ||
| Size | 74 MB | 38 MB |
| Age rating | 4+ | 4+ |
| Developer | Raymond James Financial | Culbreth Wealth Management, LLC |
Customer experience
Client Access
Culbreth WM
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
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- 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
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- 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
Culbreth WM
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Client Access
No in-app purchases
Culbreth WM
No in-app purchases
Questions
Is Client Access free?
Is Culbreth WM free?
Which has better reviews, Client Access or Culbreth WM?
Do Client Access or Culbreth WM have ads?
Which is updated more often, Client Access or Culbreth WM?
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