Envestnet Client View app icon

Apps Like Envestnet Client View for iPhone and iPad

Track expenses, portfolios, and manage accounts

Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.

by Envestnet Financial Technologies, Inc.★ 4.210 ratingsFinanceFreeData updated 2026-09-06

Envestnet Client View screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Edward Jones app icon

    Edward Jones

    Edward D. Jones & Co., L.P.

    View accounts and track performance

    View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
  2. Golden 1 Mobile app icon

    Golden 1 Mobile

    Golden 1 Credit Union

    Manage finances securely anytime, anywhere.

    The app provides fast money movement, including Zelle® transfers and bill payments. It offers a total account view of Golden 1 accounts, loans, and cards, with budgeting tools and credit score monitoring.

    ★ 4.787,014 ratingsFinanceFreeData updated 2026-09-23
  3. SC Mobile India app icon

    SC Mobile India

    Standard Chartered

    View accounts, track expenses, manage budgets

    Check account balances, transfer funds between accounts, and monitor transactions. View spending patterns and set budget alerts. Securely access financial information and manage payments remotely.

    ★ 4.81,183 ratingsFinanceFreeData updated 2026-09-08
  1. Voya app icon

    Voya

    Voya Services Company

    Manage accounts, view balances, and track expenses

    View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.

    ★ 4.7189,193 ratingsFinanceFreeData updated 2026-09-08
  2. Frost Bank app icon

    Frost Bank

    Frost Bank

    Open accounts and manage funds

    Open a checking account by providing personal and financial details. Send money to contacts via email or phone number. Deposit checks by capturing images. View account balances and transaction history. Set up alerts for account activity.

    ★ 4.974,744 ratingsFinanceFreeData updated 2026-09-08
  3. My Two Rivers app icon

    My Two Rivers

    Two Rivers Bank & Trust

    Manage finances, track expenses, organize transactions

    Manage finances with transaction tagging, notes, and receipt photos. Set balance alerts. Make payments to companies or individuals. View account details and transaction history. Securely access accounts and monitor financial activity.

    ★ 4.71,526 ratingsFinanceFreeData updated 2026-09-06
  4. Rocket Mortgage app icon

    Rocket Mortgage

    Rocket Mortgage, LLC

    Apply for loans and manage payments

    Apply for a with personalized loan options. Track loan progress, manage payments, and receive updates. View documents, set reminders, and communicate with loan officers directly.

    ★ 4.9180,838 ratingsFinanceFreeData updated 2026-10-03
  5. Plante Moran Wealth app icon

    Plante Moran Wealth

    PMFA INC

    Access portfolios, view reports, manage investments

    View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.

    ★ 4.68 ratingsFinanceFreeData updated 2026-09-17
  6. Launch Credit Union app icon

    Launch Credit Union

    Launch Credit Union

    Bank anytime, access accounts, manage money

    Check account balances, transfer funds between accounts, and pay bills. View transaction history and set up alerts. Deposit checks via photo and manage loans. Access customer support and update personal information.

    ★ 4.913,873 ratingsFinanceFreeData updated 2026-09-13
  7. PrimeTrust FCU Mobile app icon

    PrimeTrust FCU Mobile

    Primetrust Financial Federal Credit Union

    Manage accounts, transfer funds, pay bills, deposit

    Manage finances with account access, fund transfers, and bill payments. Set balance alerts, make payments to individuals or businesses, and deposit checks via photo. View transaction history and manage accounts securely.

    ★ 4.81,852 ratingsFinanceFreeData updated 2026-09-06
  8. Garanti BBVA Mobile app icon

    Garanti BBVA Mobile

    T. Garanti Bankasi A.S.

    Manage transactions and pay bills remotely

    Manage banking transactions including loan applications, automatic bill payments, and account transfers. View balances, track expenses, and set payment reminders. Receive notifications and access customer support for financial advice.

    ★ 4.815,108 ratingsFinanceFreeData updated 2026-09-08
  9. Canvas Credit Union app icon

    Canvas Credit Union

    Canvas Credit Union

    Check balances, deposit checks, track spending, apply

    Check account balances, track spending, and set savings goals. Deposit checks via photo. Apply for loans and manage transactions. Access financial wellness tools and resources.

    ★ 4.818,198 ratingsFinanceFreeData updated 2026-09-12
  10. Old National Mobile app icon

    Old National Mobile

    Old National Bancorp

    Check balances, transfer funds, pay bills, locate

    Check account balances, transfer funds, and pay bills directly. Locate nearby branches and ATMs. Contact customer support. Set transaction alerts and manage account settings securely.

    ★ 4.755,014 ratingsProductivityFreeData updated 2026-09-10
  11. Midland States Bank Mobile app icon

    Midland States Bank Mobile

    Midland States Bank

    Check balances, transfer funds, pay bills, deposit

    Check balances, transfer funds, pay bills, and deposit checks via photo. Locate branches and ATMs. Contact customer support. Set transaction alerts and manage account settings remotely.

    ★ 4.79,205 ratingsFinanceFreeData updated 2026-09-09
  12. First Entertainment CU Mobile app icon

    First Entertainment CU Mobile

    First Entertainment Credit Union

    Manage accounts, send money, track expenses

    Manage finances with secure access to account balances, transaction history, and bill payments. Deposit checks, transfer funds, and send money. Monitor card activity, set alerts, and use Face ID for authentication.

    ★ 4.916,198 ratingsFinanceFreeData updated 2026-09-08
  13. First Command Bank app icon

    First Command Bank

    First Command Bank

    Track accounts, send payments, view balances

    Review transaction history, activity, and balance. Transfer funds between accounts. Pay bills and set up automatic payments. Receive account alerts and manage security settings. Access account information from anywhere.

    ★ 4.61,337 ratingsFinanceFreeData updated 2026-09-06
  14. WEPCO Mobile app icon

    WEPCO Mobile

    WEPCO Federal Credit Union Inc

    Aggregate accounts, track expenses, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set budget goals and track spending. Receive alerts for account activity. Export statements and manage payments securely.

    ★ 4.82,159 ratingsFinanceFreeData updated 2026-09-12
  15. MyResourceBank Mobile app icon

    MyResourceBank Mobile

    Resource Bank, National Association

    View accounts, track balances, manage transactions

    View all Resource Bank accounts in one place. Check balances, transfer funds, and monitor transactions in real time. Set up alerts, manage budgets, and access account statements. Securely deposit checks via photo and control account access remotely.

    ★ 4.6430 ratingsFinanceFreeData updated 2026-09-06
  16. ARK Financial Client Portal app icon

    ARK Financial Client Portal

    Ark Financial Management, LLC

    Access portfolio data and manage investments

    Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  17. Anstaff Mobile Banking app icon

    Anstaff Mobile Banking

    Anstaff Bank

    Access accounts, track expenses, manage budgets

    Check balances, view account statements, and pay bills directly. Transfer funds between accounts and set up recurring payments. Receive alerts for transactions and account activity. Access real-time financial data and manage budgets.

    ★ 4.91,341 ratingsFinanceFreeData updated 2026-09-09

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.