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.