Best Envestnet Client View Apps

250+ iOS apps curated and reviewed

3.8 avg rating

20 free apps

Updated August 2026

The best envestnet client view apps on iPhone average 3.8★ across 250+ titles — we've ranked them by what real users actually keep on their phones. Updated August 2026.

Compare top Envestnet Client View Apps (August 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	Envestnet Client View	Free	3.9★ (11)	No	No	Aug 2026
2	EXE Client Portal	Free	—	No	No	May 2026
3	CPN Client Portal	Free	—	No	No	May 2026
4	AZA Client Portal	Free	—	No	No	May 2026
5	Client View	Free	—	No	No	Aug 2026
6	OpenArc Client Portal	Free	5.0★ (11)	No	No	Aug 2026
7	InvestCloud BB2 Client	Free	—	No	No	Sep 2026
8	eMoney Client Portal	Free	3.6★ (28)	No	No	Aug 2026

Top Picks for Envestnet Client View

#1

Envestnet Client View by Envestnet Financial Technologies, Inc.

Editor's Choice

💰 Finance

3.9(11 ratings)

Free

Envestnet Client View screenshot 1

Envestnet Client View screenshot 2

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.

#2

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

💰 Finance

0.0(0 ratings)

Free

EXE Client Portal screenshot 1

EXE Client Portal screenshot 2

EXE Client Portal screenshot 3

EXE Client Portal screenshot 4

#3

CPN Client Portal by C P N Investment Management LLP

View your portfolio

Worth Considering

💰 Finance

0.0(0 ratings)

Free

CPN Client Portal screenshot 1

CPN Client Portal screenshot 2

CPN Client Portal screenshot 3

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More Envestnet Client View apps to explore

AZA Client Portal

AZA Client Portal

AZA Client Portal

by Insight 2811, Inc.

OpenArc Client Portal

OpenArc Client Portal

OpenArc Client Portal

by OpenArc Corporate Advisory, LLC

Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.

Portfolio accessPerformance report downloadsAdvisor communication

InvestCloud BB2 Client

InvestCloud BB2 Client

InvestCloud BB2 Client

eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

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

by Wedbush Securities, Inc.

Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.

View account summaries and balancesReal-time market dataTrade stocks, ETFs, and mutual funds

by FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED

Access your financial information on the go. Track your net worth, view valuation reports, P&L statements, and review your last 10 transactions. Requires login credentials provided by NJ Wealth Advisors.

Check Net WorthView Valuation ReportAccess P&L Report

Investec Private Client

Investec Private Client

Investec Private Client

by Investec Ltd

Manage your daily banking and investments with ease. Perform transactions, access card controls, and stay updated on market data. Securely log in with biometrics and download important financial documents.

Daily transactional bankingSecure biometric loginInvestec Visa card management

ITC Client Portal

ITC Client Portal

ITC Client Portal

by Independent Trustee Company Ltd

R&A Client Connect

R&A Client Connect

R&A Client Connect

by Rogan and Associates

MPW Client Portal

MPW Client Portal

MPW Client Portal

by McLaughlin Private Wealth, LLC

Walton Client Application

Walton Client Application

Walton Client Application

For Asia and Middle East

Manage your real estate investment portfolio securely on the go. View your assets, generate statements, and vote on exit offers. Stay informed with news and updates.

Secure multi-factor and biometric loginView investment portfolioGenerate investor statements

ambwealth Client App

ambwealth Client App

ambwealth Client App

by Allen, Mooney & Barnes Brokerage Services, LLC

IronBridge Client Portal

IronBridge Client Portal

IronBridge Client Portal

by IronBridge Private Wealth

SEI Connect - Investor

SEI Connect - Investor

SEI Connect - Investor

Powering Wealth

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner

Prospera Client Portal

Prospera Client Portal

Prospera Client Portal

by Prospera Financial Services, Inc

Access your financial portfolio data through a streamlined interface. Requires authorization as a Prospera client to log in and view your investment information.

Access portfolio dataSimple interfaceElegant design

Diversify Client Portal

Diversify Client Portal

Diversify Client Portal

by Diversify Advisor Network

FAQ about Envestnet Client View

What are the best envestnet client view apps for iPhone?

Envestnet Client View tops our envestnet client view apps ranking as of August 2026, with a 3.9-star average from 11 App Store ratings, and it's free to download.

Are there free envestnet client view apps for iPhone?

Yes — 20 of the top envestnet client view apps we rank are free to download, including Envestnet Client View and EXE Client Portal.

Does Envestnet Client View have ads or in-app purchases?

Envestnet Client View has no ads and has no in-app purchases, according to its App Store listing as of August 2026.

How many envestnet client view apps are on the App Store?

We track 250+ envestnet client view apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.

What is Envestnet Client View?

Envestnet Client View is a mobile application designed to help users manage their finances and work towards their financial goals. It aims to simplify financial life for both new and experienced users.

What devices support Envestnet Client View?

Envestnet Client View is supported on iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.