Envestnet Client View vs Cassady Wealth
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 mobile application. It offers tools to simplify your financial life, suitable for both new and experienced users.
- Financial control
- Goal achievement
- Financial life simplification
- Investor tools
- Beginner-friendly finance
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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.
Cassady Wealth
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The Cassady Wealth and Retirement Planning mobile app allows clients to view their investments, financial planning information, account documentation, as well as easily contact your advisor.
Screenshots
Verdict
The clearest difference is update cadence: Envestnet Client View at every 3 weeks against Cassady Wealth's every 4 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, Cassady Wealth every 4 months. The most recent releases landed on November 3, 2026 and November 4, 2026 respectively.
| Parameter | Envestnet Client View | Cassady Wealth |
|---|---|---|
| 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 4 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.1 — better | 15.6 |
| Further details — not scored | ||
| Size | 44 MB | 53 MB |
| Age rating | 4+ | 4+ |
| Developer | Envestnet Financial Technologies, Inc. | Cassady Wealth and Retirement Planning, LLC |
In-app purchases
Envestnet Client View
No in-app purchases
Cassady Wealth
No in-app purchases
Questions
Is Envestnet Client View free?
Is Cassady Wealth free?
Do Envestnet Client View or Cassady Wealth have ads?
Which is updated more often, Envestnet Client View or Cassady Wealth?
Other comparisons
