--- title: "Envestnet Client View - Reviews, Revenue and Downloads in United States | Apple App Store" description: "'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 o" --- # Envestnet Client View — United States ![Envestnet Client View App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/17/f7/4a/17f74a57-8691-f343-adc7-630225abc094/AppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/400x400bb.png) **Developer:** [Envestnet Financial Technologies](https://apptail.io/developer/envestnet-financial-technologies-kpgc) **Category:** Finance **Rating:** 3.7/5 (12 ratings) **Price:** Free **Bundle ID:** com.envestnet.wealthview **Store:** Apple App Store **Country:** United States **Version:** 23.0.2 (released 2026-07-14) **Original Release:** 2023-09-26 **App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6463820940) **AppTail Page:** [https://apptail.io/app/envestnet-client-view-gido/united-states](https://apptail.io/app/envestnet-client-view-gido/united-states) ## Envestnet Client View Description '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. ## Envestnet Client View Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/9f/c6/d0/9fc6d04a-e0ef-37e4-f7c3-56784300577b/0_APP_IPAD_PRO_3GEN_129.png/2048x2732.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/cd/3f/94/cd3f945f-2b9f-6239-3365-4c061132ddbe/0_APP_IPAD_PRO_3GEN_129.png/2048x2732.png) - [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/bf/c3/22/bfc32217-b1c1-fb35-8723-d27aed046e39/1_APP_IPAD_PRO_3GEN_129.png/2048x2732.png) - [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/b4/d8/f5/b4d8f57c-8abd-abda-2a22-cb753bf15887/1_APP_IPAD_PRO_3GEN_129.png/2048x2732.png) - [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/0d/57/7d/0d577dcf-0200-1430-da2a-9b0e6aa6434c/2_APP_IPAD_PRO_3GEN_129.png/2732x2048.png) - [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/03/5c/b1/035cb1a4-d699-e18b-9704-30ae04dfc0a1/2_APP_IPAD_PRO_3GEN_129.png/2732x2048.png) - [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/95/06/e6/9506e642-10ce-3284-70d3-87d1158b5b9a/3_APP_IPAD_PRO_3GEN_129.png/2732x2048.png) - [Screenshot 8](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/4a/20/60/4a20604c-4976-cef6-f818-68f9b038eec1/3_APP_IPAD_PRO_3GEN_129.png/2732x2048.png) ## Envestnet Client View Rating Breakdown in United States - 5 stars: 7 (58%) - 4 stars: 0 (0%) - 3 stars: 2 (17%) - 2 stars: 0 (0%) - 1 stars: 3 (25%) ## Envestnet Client View Reviews in United States ### *---- "Bad app" This app is terrible locked up constantly -- My thoughts , 2026-08-19 ### *---- "Trash" Does not send emails to change password, does not remember passwords, WOULD NOT USE. Very disappointing. -- corndog852, 2026-07-22 ### *---- "Promising Concept, But Falls Short in Execution" The Envestnet Client View mobile app has a clean interface and a strong concept, but the functionality is frustratingly poor. • When attempting to add accounts, I consistently encounter an error when clicking the “Add Accounts” button. This essentially renders the core functionality of the app useless. • Adding manual assets is equally problematic. There’s no option to categorize assets as “Investment Assets.” Instead, I’m forced to use the “Other Assets” category, which doesn’t map correctly to MoneyGuidePro. • Even when manually entering investment accounts, they do not integrate or sync properly with MoneyGuidePro, which defeats the purpose of using the app for financial planning. • The tax status options are too limited—only “Taxable” and “Non-taxable” are available. It should offer more accurate classifications such as “Taxable,” “Tax-Free,” and “Tax-Deferred.” Overall, both the mobile and browser versions are buggy, time-consuming, and unintuitive. Compared to other account aggregation tools on the market, this app significantly diminishes the client experience. There’s great potential here, but it needs substantial improvement to be a reliable and effective financial planning tool. -- Talking santa1287, 2025-07-27 [View all Envestnet Client View reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews) ## Apps Similar to Envestnet Client View - [SMI Private Client](https://apptail.io/app/smi-private-client-EDvb/united-states) - [WealthView](https://apptail.io/app/wealthview-hRzb/united-states) - [NADL Account Aggregator](https://apptail.io/app/nadl-account-aggregator-hrVb/united-states) - [WealthVue](https://apptail.io/app/wealthvue-FlYc/united-states) - [Brighton Jones Client Portal](https://apptail.io/app/brighton-jones-client-portal-KCgd/united-states) - [Spinnaker Client (Legacy)](https://apptail.io/app/spinnaker-client-legacy-Jukd/united-states) - [Bouchey Financial Group](https://apptail.io/app/bouchey-financial-group-JNEj/united-states) - [Tamar Securities](https://apptail.io/app/tamar-securities-HMLk/united-states) - [Kohmann Bosshard Client Portal](https://apptail.io/app/kohmann-bosshard-client-portal-xkCl/united-states) - [Sparrow Advisors](https://apptail.io/app/sparrow-advisors-eido/united-states) ## Envestnet Client View Available In - [United States](https://apptail.io/app/envestnet-client-view-gido/united-states) - [Australia](https://apptail.io/app/envestnet-client-view-gido/australia) - [Brazil](https://apptail.io/app/envestnet-client-view-gido/brazil) - [Belarus](https://apptail.io/app/envestnet-client-view-gido/belarus) - [Canada](https://apptail.io/app/envestnet-client-view-gido/canada) - [Chile](https://apptail.io/app/envestnet-client-view-gido/chile) - [Colombia](https://apptail.io/app/envestnet-client-view-gido/colombia) - [Cyprus](https://apptail.io/app/envestnet-client-view-gido/cyprus) - [Czechia](https://apptail.io/app/envestnet-client-view-gido/czechia) - [Germany](https://apptail.io/app/envestnet-client-view-gido/germany) - [Dominican Republic](https://apptail.io/app/envestnet-client-view-gido/dominican-republic) - [Algeria](https://apptail.io/app/envestnet-client-view-gido/algeria) - [Egypt](https://apptail.io/app/envestnet-client-view-gido/egypt) - [Spain](https://apptail.io/app/envestnet-client-view-gido/spain) - [United Kingdom](https://apptail.io/app/envestnet-client-view-gido/united-kingdom) - [Indonesia](https://apptail.io/app/envestnet-client-view-gido/indonesia) - [India](https://apptail.io/app/envestnet-client-view-gido/india) - [Japan](https://apptail.io/app/envestnet-client-view-gido/japan) - [Lithuania](https://apptail.io/app/envestnet-client-view-gido/lithuania) - [Mexico](https://apptail.io/app/envestnet-client-view-gido/mexico) - [Malaysia](https://apptail.io/app/envestnet-client-view-gido/malaysia) - [Norway](https://apptail.io/app/envestnet-client-view-gido/norway) - [Nepal](https://apptail.io/app/envestnet-client-view-gido/nepal) - [New Zealand](https://apptail.io/app/envestnet-client-view-gido/new-zealand) - [Peru](https://apptail.io/app/envestnet-client-view-gido/peru) - [Philippines](https://apptail.io/app/envestnet-client-view-gido/philippines) - [Pakistan](https://apptail.io/app/envestnet-client-view-gido/pakistan) - [Poland](https://apptail.io/app/envestnet-client-view-gido/poland) - [Portugal](https://apptail.io/app/envestnet-client-view-gido/portugal) - [Saudi Arabia](https://apptail.io/app/envestnet-client-view-gido/saudi-arabia) - [Sweden](https://apptail.io/app/envestnet-client-view-gido/sweden) - [Singapore](https://apptail.io/app/envestnet-client-view-gido/singapore) - [Türkiye](https://apptail.io/app/envestnet-client-view-gido/turkey) - [Taiwan](https://apptail.io/app/envestnet-client-view-gido/taiwan) - [United Arab Emirates](https://apptail.io/app/envestnet-client-view-gido/united-arab-emirates) - [South Africa](https://apptail.io/app/envestnet-client-view-gido/south-africa) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends. - [Search Apps](https://apptail.io) - [Top Charts](https://apptail.io/top-iphone-apps) - [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer) *Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*