Client Access vs Investor360°
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Client Access
Securely manage your investment portfolio, transfer funds, and deposit checks from your mobile device. Access real-time market information, view account balances, and store important financial documents in a secure vault. Get a quick snapshot or in-depth review of your finances anytime.
- View account balances and investment values
- Transfer funds and deposit checks
- Access market information
- Store financial documents securely
- Manage investment portfolio
- 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.
Investor360°
Gain a comprehensive view of your entire financial life with real-time data and detailed account breakdowns. Securely communicate with advisors and access your financial information anytime, anywhere.
- Real-time holdings and balances
- Balance and transaction history
- Detailed position breakdown
- Secure encrypted messaging
- File attachment capability
- 24/7 platform access
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Investor360° is a holistic lens into Your Complete Financial Life®, providing an optimized and streamlined financial experience featuring: • Real-time holdings and detailed balances • Balance and transaction history • Detailed position breakdown for each account • Securely encrypted messaging allowing file attachment • 24x7 continual platform access
Screenshots
Verdict
The clearest difference is rating: Client Access at 4.0 against Investor360°'s 2.7. Client Access also leads on review sentiment (28% vs 13%). 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.
Client Access holds the better App Store score, 4.0 against 2.7. Both are backed by a comparable volume of ratings — 159 and 117 respectively. Written reviews point the same way: 28% of Client Access's written reviews are positive against 13% of Investor360°'s.
Client Access ships an update every 6 weeks, Investor360° every 5 weeks. The most recent releases landed on November 10, 2026 and November 8, 2026 respectively.
| Parameter | Client Access | Investor360° |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (159 ratings) — better | 2.7 (117 ratings) |
| Positive reviews | 28.0% of reviews — better | 13.0% of reviews |
| Number of ratings | 159 — better | 117 |
| Update frequency | Every 6 weeks | Every 5 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad — better | iPhone |
| Requires iOS | 16.0 — better | 16.2 |
| Further details — not scored | ||
| Size | 71 MB | 52 MB |
| Age rating | 4+ | 4+ |
| Developer | Raymond James Financial | Advisor360°, LLC |
Customer experience
Client Access
Investor360°
User reviews
Client Access
From 159 App Store ratingsWhat we love
- 👍 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
Room to improve
- 🐛 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)
Investor360°
From 117 App Store ratingsWhat we love
- ✨ New design appreciated
- 🚀 Real-time data loading
- 👍 Mobile friendly interface
- 😊 Works flawlessly (new version)
Room to improve
- ❌ Login loop issues
- ❌ Cannot log in
- ❌ App unusable
- ❌ Limited functionality
- ❌ Poor UI/UX
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
Investor360°
Reported bugs
17 issues- Login loop after update
- Cannot type in login screen
- Face ID login loop
- MFA failure/no codes sent
- App crashes at login
Show 12 moreShow fewer
- Login screen sends back to login page
- App missing tabs (Messages, Performance)
- Sign on process loops back to Sign In
- Display bug in holdings tab (wrong ETF details)
- VPN breaks Face ID login
- Service unavailable (long maintenance)
- App asks to verify robot repeatedly
- App opens from App Store only
- Keyboard doesn't appear on login screen
- Clumsy to use on iPad
- Holding selection bug (selects wrong row)
- Portrait vs Landscape orientation issues on tablet
Requested features
5 requests- Add 'custom date' option for date ranges
- Improve iPad experience (larger, more inclusive)
- Restore 5-year performance metric
- Add password reset button
- Allow adding accounts from the app
In-app purchases
Client Access
No in-app purchases
Investor360°
No in-app purchases
Questions
Is Client Access free?
Is Investor360° free?
Which has better reviews, Client Access or Investor360°?
Do Client Access or Investor360° have ads?
Which is updated more often, Client Access or Investor360°?
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