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 61–80 of 1,000 ranked alternatives.

  1. Pathways Financial CU app icon

    Pathways Financial CU

    Pathways Financial Credit Union, INC

    Manage accounts, view info, edit payments

    Manage account balances, view transaction history, and track available funds. Make and edit payments, schedule transfers, and set up alerts. Access account details and review payment confirmations securely from a mobile device.

    ★ 4.82,961 ratingsFinanceFreeData updated 2026-09-12
  2. PeoplesSouth Bank Mobile app icon

    PeoplesSouth Bank Mobile

    PEOPLESSOUTH BANCSHARES, INC.

    Track balances, set alerts, manage accounts

    View account balances and transaction history. Set up balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. Activate or deactivate your debit card.

    ★ 4.8927 ratingsFinanceFreeData updated 2026-09-06
  3. ENBD X app icon

    ENBD X

    EMIRATES NBD Bank (P.J.S.C)

    Manage accounts, view balances, pay bills

    Access accounts, manage funds, and control cards. View transaction history and set spending limits. Schedule payments and receive alerts. Request account information and track card usage.

    ★ 4.718,470 ratingsFinanceFreeData updated 2026-09-22
  1. Michigan First App app icon

    Michigan First App

    Michigan First Credit Union

    Manage accounts, view transactions, transfer funds, pay

    View account balances and transaction history. Transfer funds between accounts. Pay bills and make deposits via photo. Set up alerts and manage card security. Access customer service features and view account details.

    ★ 4.826,065 ratingsFinanceFreeData updated 2026-09-08
  2. EFCU Financial Mobile Banking app icon

    EFCU Financial Mobile Banking

    EFCU Financial Federal Credit Union

    Check balances and manage accounts

    View account balances and transaction history. Transfer funds between accounts. Make loan payments and pay bills. Set security preferences and receive alerts. Manage account settings and access customer support.

    ★ 4.84,624 ratingsFinanceFreeData updated 2026-09-09
  3. First Financial Bank Texas app icon

    First Financial Bank Texas

    First Financial Bank National Association

    Manage accounts, send payments, track expenses

    View account balances and transaction history. Pay bills directly from the . Manage debit card controls and travel notifications. Access credit score and report. Receive security alerts and use biometric authentication for transactions.

    ★ 4.611,450 ratingsFinanceFreeData updated 2026-09-09
  4. GHS FCU Mobile app icon

    GHS FCU Mobile

    GHS Federal Credit Union

    Check balances, pay bills, deposit checks

    Check balances, pay bills, and deposit checks by photo. Transfer funds between accounts. Set transaction alerts and lock cards remotely. View account history and manage payments securely.

    ★ 4.7717 ratingsFinanceFreeData updated 2026-09-16
  5. Bitcoin App for iPhone app icon

    Bitcoin App for iPhone

    Martian Technologies LLC

    Trade and manage your portfolio

    Track prices and market trends in real time. Place buy and sell orders with price alerts. View portfolio performance and transaction history. Access news and expert analysis for informed decisions. Set price notifications and manage multiple wallets.

    ★ 4.6827 ratingsFinanceFreeData updated 2026-09-06
  6. Security CU Mobile Banking app icon

    Security CU Mobile Banking

    Security Credit Union

    Aggregate accounts, view balances, manage transactions

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction details, add tags and notes, and attach receipt photos. Set alerts for account activity. Manage balances, transfer funds, and pay bills.

    ★ 4.83,506 ratingsFinanceFreeData updated 2026-09-15
  7. Sparkasse  Ihre mobile Filiale app icon

    Sparkasse Ihre mobile Filiale

    Star Finanz GmbH

    Check accounts, send transfers, track expenses

    Check account balances and transaction history anytime, anywhere. Manage multiple bank accounts and set up transfers or standing orders. Receive alerts for account activity. Locate nearby ATMs and cash machines. Cancel direct debits remotely.

    ★ 4.716,759 ratingsFinanceFreeData updated 2026-09-08
  8. Metro Credit Union Mobile app icon

    Metro Credit Union Mobile

    Metro Credit Union

    Access accounts, deposit checks, transfer funds, pay

    Monitor checking and savings accounts, view mortgage and loan balances, track spending, and set budget-based savings goals. Receive account alerts, adjust preferences, and manage cards.

    ★ 4.817,911 ratingsFinanceFreeData updated 2026-09-09
  9. Bank First goBank app icon

    Bank First goBank

    Bank First Corporation

    Manage accounts, transfer funds, track expenses

    View account balances and transaction history in real time. Personalize banking preferences. Manage personal and business accounts. Set up alerts for account activity. Transfer funds between accounts. Pay bills directly from the .

    ★ 4.64,436 ratingsFinanceFreeData updated 2026-09-08
  10. Intrepid Credit Union app icon

    Intrepid Credit Union

    Intrepid Credit Union

    Deposit checks, pay bills, manage accounts

    Track spending and set savings goals using budgeting tools. View account balances and transaction history. Deposit checks via mobile. Pay bills and manage accounts. Receive real-time alerts for account activity.

    ★ 4.8779 ratingsFinanceFreeData updated 2026-09-10
  11. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
  12. Wilson Bank & Trust app icon

    Wilson Bank & Trust

    Wilson Bank and Trust

    Aggregate accounts, track balances, manage budgets

    View all financial accounts in one place with real-time balance updates. Transfer funds between accounts, set savings goals, and track spending. Receive alerts for transactions and account activity. Manage bills and view detailed transaction history.

    ★ 4.913,850 ratingsFinanceFreeData updated 2026-09-11
  13. CNB Mobile app icon

    CNB Mobile

    The City National Bank of Sulphur Springs

    Aggregate accounts, track balances, manage payments

    View all financial accounts in one place, including external accounts. Track balances, transaction history, and account details in real time. Set up alerts for account activity. Transfer funds between accounts. Pay bills and view statements.

    ★ 4.85,095 ratingsFinanceFreeData updated 2026-09-10
  14. Northeast Georgia Bank app icon

    Northeast Georgia Bank

    Northeast Georgia Bank Inc

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and make payments to individuals or businesses.

    ★ 4.9809 ratingsFinanceFreeData updated 2026-09-06
  15. fsbrosemount mobile app icon

    fsbrosemount mobile

    FIRST STATE BANK OF ROSEMOUNT (INC)

    Aggregate accounts, track expenses, view balances

    Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set up automatic bill payments and track spending categories. Receive alerts for account activity and security updates.

    ★ 4.9286 ratingsFinanceFreeData updated 2026-09-12
  16. TipRanks Stock Market Analysis app icon

    TipRanks Stock Market Analysis

    TipRanks Ltd

    Track stocks, manage portfolios, access financial data

    Track performance and manage investment portfolios. Access financial news and analyst opinions. View data-driven scores for trends. Receive insights from Wall Street experts. Monitor updates in real time.

    ★ 4.818,597 ratingsFinanceFreeData updated 2026-09-12
  17. Payoneer - Business Payments app icon

    Payoneer - Business Payments

    Payoneer Inc

    Receive from around the world

    Receive in multiple currencies and manage international transfers. Track expenses, view transaction history, and convert currencies. Send money globally and set up recurring . Connect bank accounts and receive invoices.

    ★ 4.55,260 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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