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 41–60 of 1,000 ranked alternatives.

  1. Texas Trust’s Mobile Banking app icon

    Texas Trust’s Mobile Banking

    Texas Trust Credit Union

    Manage finances with fingertip access.

    The app provides access to financial management tools, including fund transfers, loan payments, and external bank transfers. It features secure messaging, mobile check deposit, and card management within an updated interface.

    ★ 4.821,747 ratingsFinanceFreeData updated 2026-09-30
  2. Wings CU (prev. Ent) app icon

    Wings CU (prev. Ent)

    Ent Credit Union

    Track balances, view history, transfer funds, make

    View account balances and last five transactions with a tap. Transfer funds between accounts and to other institutions. Make loan payments and pay bills. Deposit checks. Track budget and access detailed account history.

    ★ 4.858,194 ratingsFinanceFreeData updated 2026-09-08
  3. 4FrontGo app icon

    4FrontGo

    4Front Credit Union

    Manage accounts, view balances, transfer funds, pay

    Manage accounts by viewing current balances and transaction history. Transfer funds between accounts. Pay bills and schedule payments. Set up alerts for account activity. Access customer support through in- messaging.

    ★ 4.52,627 ratingsFinanceFreeData updated 2026-09-09
  1. Summit Credit Union app icon

    Summit Credit Union

    Summit Credit Union

    Track expenses, save, and invest wisely

    Track income and expenses with categorized entries. View transaction history and account balances. Set budget limits and receive alerts. Sync accounts for consolidated financial overview. nd view monthly statements.

    ★ 4.740,583 ratingsFinanceFreeData updated 2026-09-09
  2. Hiatus - Subscriptions & Bills app icon

    Hiatus - Subscriptions & Bills

    Hiatus Inc.

    Track expenses, monitor accounts, save money

    Consolidate accounts to track spending and . Identify financial habits through activity analysis. Set savings goals and receive budgeting recommendations. Export transaction data and set spending limits. Receive alerts for unusual account activity.

    ★ 4.26,915 ratingsFinanceFreeData updated 2026-09-09
  3. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  4. Mobile Sharonview FCU app icon

    Mobile Sharonview FCU

    SHARONVIEW FEDERAL CREDIT UNION

    Check balances, transfer funds, pay bills, locate

    Check account balances, transfer funds between accounts, and pay bills directly. Locate nearby branches and ATMs. Contact customer support through the . Set up transaction alerts and manage account settings.

    ★ 4.87,389 ratingsFinanceFreeData updated 2026-09-08
  5. Houston FCU app icon

    Houston FCU

    Houston Federal Credit Union

    Aggregate accounts, track balances, manage budgets

    View all financial accounts in one place, including external accounts. Track balances, transactions, and budgets. Set up alerts for spending and account activity. Manage bills and payments. Access account statements and transaction details.

    ★ 4.87,222 ratingsFinanceFreeData updated 2026-09-13
  6. A+ Mobile app icon

    A+ Mobile

    A Plus Federal Credit Union

    Check balances, transfer funds, view history

    Check account balances, transfer money, and view transaction history. Pay bills and deposit checks by photo. Find branch locations and access secure financial services.

    ★ 4.78,291 ratingsFinanceFreeData updated 2026-09-08
  7. BKM Wealth app icon

    BKM Wealth

    BKM Wealth Management, LLC

    View accounts, track goals, manage finances

    View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  8. MA Bank Mobile app icon

    MA Bank Mobile

    MA Bank

    Aggregate accounts, track balances, manage transactions

    View accounts, balances, and transaction history. Search for specific transactions. Access account images. Aggregate accounts from multiple institutions. Set up alerts for account activity. Manage payments and transfers between accounts.

    ★ 4.8846 ratingsFinanceFreeData updated 2026-09-09
  9. PremierBank Mobile Banking app icon

    PremierBank Mobile Banking

    PremierBank

    Manage accounts, make payments, transfer funds

    View real-time account balances and transaction history. Transfer funds between accounts. Schedule and manage bill payments. Set up alerts for account activity. Deposit checks by photo. Lock and unlock cards remotely.

    ★ 4.7375 ratingsFinanceFreeData updated 2026-09-10
  10. Financial Calulator app icon

    Financial Calulator

    Bharati Bhadaniya

    Calculate loans, track savings, plan investments

    Calculate loan payments, savings goals, and investment returns. Input variables to generate accurate projections. Track progress toward objectives. Export results for record-keeping.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  11. Think Bank - Think Online app icon

    Think Bank - Think Online

    Think Mutual Bank

    Aggregate accounts, track expenses, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set alerts for spending thresholds and account activity. Manage budgets and track expenses.

    ★ 4.811,384 ratingsFinanceFreeData updated 2026-09-15
  12. Red Wing CU Mobile Banking app icon

    Red Wing CU Mobile Banking

    Red Wing Credit Union

    Manage accounts securely and instantly

    Check account balances and view transaction history. Manage debit and credit cards and pay loans. Deposit checks using a camera. Make bill payments and access account details securely from a device.

    ★ 4.8626 ratingsFinanceFreeData updated 2026-09-09
  13. MembersAlliance Mobile app icon

    MembersAlliance Mobile

    MembersAlliance Credit Union

    Track transactions and manage accounts

    Manage finances with transaction tagging, notes, and receipt photos. Set balance alerts. Make payments and transfer funds. View account balances and transaction history. Receive account updates and notifications.

    ★ 4.71,122 ratingsFinanceFreeData updated 2026-09-06
  14. CCF Mobile Banking app icon

    CCF Mobile Banking

    Cornerstone Community Financial Federal Credit Union

    Aggregate accounts, track balances, manage budgets

    View all financial accounts in one place. Track spending, set budgets, and monitor savings goals. Receive alerts for account activity. Export transaction data and generate reports. Manage bills and payments securely.

    ★ 4.83,611 ratingsFinanceFreeData updated 2026-09-14
  15. Primerica Shareholder Services app icon

    Primerica Shareholder Services

    The Bank of New York Mellon Corporation

    View balances, complete transactions, track history

    View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.

    ★ 4.330 ratingsFinanceFreeData updated 2026-09-06
  16. Bank & Trust Mobile Bank app icon

    Bank & Trust Mobile Bank

    The Bank and Trust ssb

    Check balances and track transactions

    Check account balances and transaction history anytime. Make payments to individuals or businesses. Set alerts for account activity. Transfer funds between accounts or external banks. View recent transactions and account details.

    ★ 4.91,478 ratingsFinanceFreeData updated 2026-09-06
  17. e& money UAE app icon

    e& money UAE

    Emirates Telecommunications Corp - Etisalat

    Manage finances, pay bills, transfer

    Manage finances with budget tracking, bill payments, and transfers. View account balances and transaction history. Set savings goals and receive spending alerts. Link multiple accounts and cards for consolidated management.

    ★ 4.73,131 ratingsFinanceFreeData updated 2026-09-18

How we rank alternatives

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