Client Access vs Investor360°
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.
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 2.8. Client Access also leads on review sentiment (28% vs 13%) and device support (3 vs 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.
Client Access holds the better App Store score, 4.0 against 2.8. Both are backed by a comparable volume of ratings — 155 and 110 respectively. Written reviews point the same way: 28% of Client Access's written reviews are positive against 13% of Investor360°'s.
Both ship on a similar rhythm, roughly every 5 weeks. The most recent releases landed on September 18, 2026 and September 25, 2026 respectively.
| Parameter | Client Access | Investor360° |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (155 ratings) — better | 2.8 (110 ratings) |
| Positive reviews | 28.0% of reviews — better | 13.0% of reviews |
| Number of ratings | 155 — better | 110 |
| Update frequency | Every 5 weeks | Every 5 weeks |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone |
| Requires iOS | 15.0 — better | 16.2 |
| Further details — not scored | ||
| Size | 74 MB | 52 MB |
| Age rating | 4+ | 4+ |
| Developer | Raymond James Financial | Advisor360°, LLC |
Customer experience
Client Access
Investor360°
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
Investor360°
Not enough reviews yet to summarise bugs or requests.
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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