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

EWM Client View#1

EWM Client View by ELMWOOD WEALTH MANAGEMENT, INC.

Editor's Choice
๐Ÿ’ฐ Finance
5.0(1 ratings)
Free
EWM Client View screenshot 1
EWM Client View screenshot 2

Monitor your investment portfolio with an intuitive dashboard, detailed reports, and clear visualizations. Access your financial data securely 24/7, anytime and anywhere. Designed for simplicity, it offers a comprehensive overview of account performance, holdings, and transactions.

LPL Account View#2

LPL Account View by LPL FINANCIAL CORPORATION

Strong Contender
๐Ÿ’ฐ Finance
4.5๐Ÿ˜ž(3.4K ratings)
Free
LPL Account View screenshot 1
LPL Account View screenshot 2
LPL Account View screenshot 3
LPL Account View screenshot 4
LPL Account View screenshot 5

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.

What We Love

  • ๐Ÿ’Ž Exceptional service
  • ๐Ÿ‘ Fantastic app
  • ๐Ÿ‘ App works great
  • ๐Ÿ‘ Features like mobile deposit

Room to Improve

  • ๐Ÿ› Glitchy and difficult to use
  • ๐Ÿ”’ Can't update password
  • ๐Ÿ› Crashes upon launch
eMoney Client Portal#3

eMoney Client Portal by eMoney Advisor

eMoney Client Portal
Worth Considering
๐Ÿ’ฐ Finance
3.9(22 ratings)
Free
eMoney Client Portal screenshot 1
eMoney Client Portal screenshot 2
eMoney Client Portal screenshot 3
eMoney Client Portal screenshot 4
eMoney Client Portal screenshot 5
eMoney Client Portal screenshot 6

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.

More Ewm Client View apps to explore

4
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
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.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
๐Ÿ’ฐ Finance
(154)
free
5
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

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.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
๐Ÿ’ฐ Finance
(131K)
free
6
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
๐Ÿ’ฐ Finance
(11K)
free with in-app purchases
7
Envestnet Client View
Envestnet Client View
Envestnet Client View
by Envestnet Financial Technologies, Inc.
Free

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.

Financial goal achievementSimplified financial managementTools for investors
๐Ÿ’ฐ Finance
(11)
free
8
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
๐Ÿ’ฐ Finance
(10)
free
9
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Adviceโ€ขProtectionโ€ขRetirement
Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents
๐Ÿ’ฐ Finance
(32K)
free
10
Clientbook Retail
Clientbook Retail
Clientbook Retail
clienteling, messaging, crm
Free

This app helps retail sales associates manage customer relationships and communication. It centralizes customer information, tracks follow-ups, and provides a unified messaging system, replacing traditional physical client books. Store management gains insights through a reporting dashboard.

Centralized client managementUnified SMS and email messagingCustomer data tracking (follow-ups, history, preferences)
๐Ÿ’ผ Business
(1.2K)
subscription
11
App Store Connect
App Store Connect
App Store Connect
For App Developers
Free

Manage your apps and submissions directly from your iPhone or iPad. Monitor sales, respond to reviews, manage testers, and generate marketing assets on the go. Receive important notifications about your app's performance and status.

App status and submission managementTester group and build managementSales and trends monitoring
๐Ÿ› ๏ธ Developer Tools
(14K)
free
12
Stock Plan
Stock Plan
Stock Plan
Morgan Stanley at Work
Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options
๐Ÿ’ฐ Finance
(7.7K)
free
13
Empower ยฎ
Empower ยฎ
Empower ยฎ
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
๐Ÿ’ฐ Finance
(391K)
free with in-app purchases
14
SimplePractice for Clinicians
SimplePractice for Clinicians
SimplePractice for Clinicians
Practice Management Software
Free

Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.

Client scheduling and managementHIPAA-compliant securitySession note writing
๐Ÿฅ Medical
(34K)
free
15
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
๐Ÿ’ฐ Finance
(0)
16
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
๐Ÿ’ฐ Finance
(3.2M)
free with in-app purchases
17
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
๐Ÿ’ฐ Finance
(177K)
free
18
AdviceWorksยฎ
AdviceWorksยฎ
AdviceWorksยฎ
Client Access
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.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports
๐Ÿ’ฐ Finance
(121)
free
19
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
๐Ÿ’ฐ Finance
(62K)
free
20
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
๐Ÿ’ฐ Finance
(7.3K)
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