Best Adviceworks Client Access Apps

3.7😞(139 ratings)

Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

What We Love

👍 Access to accounts and documents
👍 Intuitive and straightforward navigation
👍 Face ID login support
👍 Seamless interface for tracking finances
👍 Useful for viewing account balances
👍 Useful for viewing/uploading documents

Room to Improve

🐛 Frequent login issues
🐛 App crashes frequently
🐛 Inconsistent data updates
🐛 Missing key features from web version
🐛 Not user-friendly interface
🐛 Poorly designed UI elements
🐛 Security concerns with password reset
🐛 Unreliable account synchronization
🐛 Portrait mode only
🐛 No historical charts or performance tracking
🐛 No stock lookup feature
🐛 No way to change password in-app
🐛 No daily gain/loss information
🐛 No log of new trades
🐛 Blank screen after loading
🐛 App requires turning off privacy settings
🐛 Does not automatically pick up SMS codes
🐛 Holdings frequently missing
🐛 Cannot download cost basis
🐛 Total balance not accurately reported
🐛 Does not show balance changes well
🐛 Lacks value over other apps
🐛 Tiny fine print and faded colors
🐛 Awkward two-factor authentication process

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

0.0(0 ratings)

Free

Client Access by Raymond James Financial

Worth Considering

Ally: Bank, Auto & Invest

4.0😐(155 ratings)

Free

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.

What We Love

👍 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
💼 Good integration with financial advisor services
🎨 Clean, modern design (in recent updates)
⚡ Customizable dashboard and account views

Room to Improve

🐛 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)
📱 Inadequate mobile responsiveness and horizontal scrolling issues
⏱️ Scheduled maintenance during active business hours
🔐 Face ID and Touch ID frequently broken or greyed out
📋 Cannot view historical performance data or trends
🚫 Limited trading capabilities compared to competitors
🐛 Inconsistent app behavior across devices
📄 Headers not frozen when scrolling through data
🔧 Poor customer support and ticket tracking

More Adviceworks Client Access apps to explore

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

(142K)

by Diversify Advisor Network

Diversify Client Portal

by National Financial Services LLC

(0)

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

(19K)

Client Alley - Investor Desk

by RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

by McLaughlin Private Wealth, LLC

Revolut: send, spend, and save

Change the way you money

Multi-currency spending and transfersVirtual and physical card optionsStock trading with low minimums

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

free with in-app purchases

(73K)

by The 1911 Trust Company LLC

D.A. Davidson Client Access

(0)

by D. A. Davidson Companies

Secure account accessView balancesView holdings

Securely access your D.A. Davidson account information on the go. View balances, holdings, and activity with this user-friendly mobile app. Combine easy access with your Financial Advisor's guidance for confident financial management.

(26)

Glenview Trust Wealth Access

by The Glenview Trust Company

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations

(4.3K)

First Security Wealth Access

by First Security Bank

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting

(29)

Raymond James Client Access UK

Monitor your investments