# Client Access vs Culbreth WM

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.

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.

## The numbers

| Metric | Client Access | Culbreth WM |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.0 (155 ratings)](https://appshunter.io/ios/app/client-access/id583365721/reviews) | **[5.0 (1 ratings)](https://appshunter.io/ios/app/culbreth-wm/id6452014857/reviews)** |
| Number of ratings | **155** | 1 |
| Positive reviews | 28.0% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 weeks** | Every 5 months |
| Monetization | Free | Free |
| Size | 74 MB | 38 MB |
| Requires iOS | 15.0 | **13.4** |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Raymond James Financial](https://appshunter.io/developer/536927242) | [Culbreth Wealth Management, LLC](https://appshunter.io/developer/1698698846) |

## What reviewers say

### Client Access

[App page](https://appshunter.io/ios/app/client-access/id583365721)

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.

**Highlights:** View account balances and investment values, Transfer funds and deposit checks, Access market information, Store financial documents securely, Analyze asset allocation, Contact financial advisor

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 Easy to use interface
- 🚀 Fast performance and quick access to information
- 📊 Comprehensive account and portfolio information
- 🔒 Secure authentication options (Face ID, Touch ID)
- 📱 Mobile check deposit feature works well

**What reviewers complain about**

- 🐛 Persistent login issues and authentication failures
- 🐛 App crashes and freezes frequently
- 📉 Lacks data visualization and charting capabilities
- 📊 Missing critical portfolio information and metrics
- 🔍 Poor search functionality (app not discoverable by bank name)

**Reported bugs**

- 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

**Requested features**

- 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


### Culbreth WM

[App page](https://appshunter.io/ios/app/culbreth-wm/id6452014857)

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.

**Highlights:** View account balances, Access performance reports, Review financial plans, Document vault access, Client support

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is Client Access free?

Client Access is free to download, with no in-app purchases.

### Is Culbreth WM free?

Culbreth WM is free to download, with no in-app purchases.

### Which has better reviews, Client Access or Culbreth WM?

Culbreth WM is rated higher. Client Access averages 4.0 out of 5 from 155 ratings, while Culbreth WM averages 5.0 from 1 ratings.

### Do Client Access or Culbreth WM have ads?

Neither Client Access nor Culbreth WM shows ads.

### Which is updated more often, Client Access or Culbreth WM?

Client Access ships an update every 5 weeks, and Culbreth WM every 5 months. Most recently, Client Access was updated on October 9, 2026 and Culbreth WM on October 5, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*