Envestnet Client View vs Forvis Mazars Private Client
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Envestnet Client View
Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.
- Financial goal achievement
- Simplified financial management
- Tools for investors
- Personal finance tracking
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'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.
Forvis Mazars Private Client
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This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!
Screenshots
Verdict
The clearest difference is update cadence: Envestnet Client View at every 3 weeks against Forvis Mazars Private Client's every 3 months. On price, ads, in-app purchases and device support 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.
Envestnet Client View ships an update every 3 weeks, Forvis Mazars Private Client every 3 months. The most recent releases landed on October 24, 2026 and October 14, 2026 respectively.
| Parameter | Envestnet Client View | Forvis Mazars Private Client |
|---|---|---|
| Price | Free | Free |
| Rating | 3.6 (14 ratings) — better | — |
| Positive reviews | 0.0% of reviews | — |
| Number of ratings | 14 — better | — |
| Update frequency | Every 3 weeks — better | Every 3 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.1 | 15.1 |
| Further details — not scored | ||
| Size | 44 MB | 44 MB |
| Age rating | 4+ | 4+ |
| Developer | Envestnet Financial Technologies, Inc. | Forvis Mazars Wealth Advisors LLC |
In-app purchases
Envestnet Client View
No in-app purchases
Forvis Mazars Private Client
No in-app purchases
Questions
Is Envestnet Client View free?
Is Forvis Mazars Private Client free?
Do Envestnet Client View or Forvis Mazars Private Client have ads?
Which is updated more often, Envestnet Client View or Forvis Mazars Private Client?
Other comparisons
