Envestnet Client View vs Beacon Pointe Advisors
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.
Beacon Pointe Advisors
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See your complete financial picture and interact with your financial advisor. Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app. TOP FEATURES • A personalized, interactive dashboard that displays your complete financial picture. • A document vault for securely storing, sending and receiving files with your wealth advisor. • Dynamic reports with current investment information. • Budgeting tools, and more.
Screenshots
Verdict
The clearest difference is update cadence: Envestnet Client View at every 3 weeks against Beacon Pointe Advisors'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, Beacon Pointe Advisors every 4 months. The most recent releases landed on November 3, 2026 and September 24, 2026 respectively.
| Parameter | Envestnet Client View | Beacon Pointe Advisors |
|---|---|---|
| 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 | 15.1 |
| Further details — not scored | ||
| Size | 44 MB | 45 MB |
| Age rating | 4+ | 4+ |
| Developer | Envestnet Financial Technologies, Inc. | Beacon Pointe Holdings, LLC |
In-app purchases
Envestnet Client View
No in-app purchases
Beacon Pointe Advisors
No in-app purchases
Questions
Is Envestnet Client View free?
Is Beacon Pointe Advisors free?
Do Envestnet Client View or Beacon Pointe Advisors have ads?
Which is updated more often, Envestnet Client View or Beacon Pointe Advisors?
Other comparisons
