Best Ewm Client View Apps

215+ iOS apps curated and reviewed

4.5 avg rating

20 free apps

Updated May 2026

Every iPhone needs a few good ewm client view apps. We benchmark 215+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Ewm Client View

#1

EWM Client View by ELMWOOD WEALTH MANAGEMENT, INC.

Editor's Choice

💰 Finance

5.0(1 ratings)

Free

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#2

LPL Account View by LPL FINANCIAL CORPORATION

Strong Contender

💰 Finance

4.5😞(3.4K ratings)

Free

LPL Account View screenshot 1

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Access your financial accounts conveniently on-the-go with the LPL Financial’s Account View mobile app. Monitor your portfolio, track balances and transactions, manage accounts securely with biometric login, and stay informed with daily market updates. Take control of your financial aspirations with this comprehensive financial solution.

What We Love

💎 Exceptional service
👍 Fantastic app
👍 App works great
👍 Features like mobile deposit

Room to Improve

🐛 Glitchy and difficult to use
🔒 Can't update password
🐛 Crashes upon launch

#3

eMoney Client Portal by eMoney Advisor

eMoney Client Portal

Worth Considering

💰 Finance

3.9(22 ratings)

Free

eMoney Client Portal screenshot 1

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This personalized portal provides a secure and comprehensive view of your financial life, allowing you to track spending, investments, and goals, while also facilitating communication with your advisor. By using this portal, you can save time, stay organized, and take control of your financial future, exploring various financial topics and gaining valuable insights along the way.

More Ewm Client View apps to explore

by Raymond James Financial, Inc.

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.

Track your goals on-the-go

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

Quicken: Intelligent Money

Quicken: Intelligent Money

Personal & Business Finances

Track every dollar with Quicken Simplifi—the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

Envestnet Client View

Envestnet Client View

by Envestnet Financial Technologies, Inc.

Take control of your finances with this mobile app designed to simplify your financial life and empower you to achieve your financial goals. It provides a comprehensive platform for individuals to manage their finances, regardless of their investment experience.

Private Client Services

Private Client Services

This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.

Equitable Mobile App

Equitable Mobile App

Advice•Protection•Retirement

Manage all your Equitable accounts conveniently with our mobile app. View balances, make payments, update information, and connect with financial professionals easily. Download now for simplified retirement and investment account management.

Clientbook Retail

Clientbook Retail

clienteling, messaging, crm

Clientbook is a clienteling and CRM solution for retail stores, allowing sales associates to efficiently track and communicate with clients. It streamlines client management by consolidating follow-ups, message history, preferences, and more in one place, enabling smooth client transitions between associates and providing management with valuable performance insights. Take your client relationships to the next level with Clientbook.

App Store Connect

App Store Connect

For App Developers

Manage your apps, beta tests, submissions, and performance with ease. Stay updated on key events in real-time. Elevate your app development experience today.

🛠️ Developer Tools

Morgan Stanley at Work

Designed exclusively for stock plan participants with share plans serviced by Morgan Stanley, this app brings desktop platform features to iOS devices, allowing users to view account balances, check award vesting schedules, sell shares, exercise options, and more. Accessible via Face ID or Touch ID, the app provides interactive data visualizations and personalized portfolio views. To experience the convenience of managing stock plans on-the-go, download the app now.

Plan, save, invest, retire

Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!

SimplePractice for Clinicians

SimplePractice for Clinicians

Practice Management Software

An essential practice management app for health and wellness professionals, enabling you to manage schedules, write session notes, securely communicate with clients, process payments, and more. It offers robust HIPAA-compliant security features for safeguarding sensitive data. Start streamlining your practice today with this mobile companion to SimplePractice's cloud-based software.

EXE Client Portal

EXE Client Portal

Access valuation & documents

Fidelity Investments

Fidelity Investments

Invest, save, plan in one app.

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

Vanguard: Save, Invest, Retire

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

Manage and view your full financial picture with our app, designed for clients with Cetera accounts. Stay informed with account overviews, manage financial documents securely, and communicate easily with your financial professional. Contact your financial professional for access today!

UBS Wealth Management

UBS Wealth Management

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

Your Investment Advisor

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.