# Client Access vs MyConfluence

Client Access and MyConfluence both sit at 4.0 stars, but that hides the real split: 28% of Client Access's written reviews are positive against 0% of MyConfluence's. Client Access also leads on ratings volume (155 vs 4). MyConfluence's advantage is iOS requirement (12.4 vs 15.0). On price, rating, update cadence and ads there is nothing between them.

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 4.0 for MyConfluence. That said, the two scores are not equally well evidenced: Client Access has 155 ratings behind it against 4, so its average is the more settled of the two. Written reviews are what separate them: 28% of Client Access's written reviews are positive against 0% of MyConfluence's.

Client Access ships an update every 5 weeks, MyConfluence every 6 weeks. The most recent releases landed on September 18, 2026 and June 20, 2026 respectively.

## The numbers

| Metric | Client Access | MyConfluence |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.0 (155 ratings)](https://appshunter.io/ios/app/client-access/id583365721/reviews) | [4.0 (4 ratings)](https://appshunter.io/ios/app/myconfluence/id6744703008/reviews) |
| Number of ratings | **155** | 4 |
| Positive reviews | **28.0% of reviews** | 0.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 weeks** | Every 6 weeks |
| Monetization | Free | Free |
| Size | 74 MB | 139 MB |
| Requires iOS | 15.0 | **12.4** |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Raymond James Financial](https://appshunter.io/developer/536927242) | [Confluence Wealth Services, Inc.](https://appshunter.io/developer/1808976331) |

## 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


### MyConfluence

[App page](https://appshunter.io/ios/app/myconfluence/id6744703008)

Access your financial plan, investment accounts, and important documents securely. This platform keeps you connected to your financial world anytime, anywhere. Requires authorization as a Confluence Financial Partners client.

**Highlights:** Access financial plan, View investment accounts, Secure document storage, Intuitive platform, Anytime, anywhere access

**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 MyConfluence free?

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

### Which has better reviews, Client Access or MyConfluence?

Client Access and MyConfluence are both rated 4.0 out of 5 on the App Store, from 155 and 4 ratings respectively.

### Do Client Access or MyConfluence have ads?

Neither Client Access nor MyConfluence shows ads.

### Which is updated more often, Client Access or MyConfluence?

Client Access ships an update every 5 weeks, and MyConfluence every 6 weeks. Most recently, Client Access was updated on September 18, 2026 and MyConfluence on June 20, 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.*