Client Access icon

Client Access

Raymond James

4.3
FreeiOS, Android
Streamline client management with powerful tools for secure access, communication and project tracking. Perfect for professionals who value efficiency and organization. Read our review and get started!

Our Client Access Review

Description

Client Access is a powerful mobile app that connects users to IBM i systems directly from their smartphones or tablets. The app lets you access your IBM i data, applications and resources while on the go without needing a laptop or desktop computer. Developed by HelpSystems, this app serves as a portable terminal emulator that supports both 5250 and VT emulation types. Client Access brings the functionality of traditional green screen applications to modern mobile devices with an interface that's been optimized for touch interaction. Users can create multiple sessions, customize keyboard layouts and access frequently used commands with just a few taps.

Key Features

  • Multiple Session Support: Client Access allows you to connect to several IBM i systems simultaneously. You can easily switch between different sessions without logging out, saving valuable time when working across multiple systems.
  • Customizable Keyboard: The app offers a fully customizable keyboard that includes function keys and special keys needed for IBM i interaction. You can rearrange keys, resize them and create custom layouts that match your specific workflow needs.
  • Secure Connectivity: Client Access implements industry-standard security protocols to keep your connections and data safe. The app supports SSL/TLS encryption and can be configured to work with VPN connections for additional security layers.
  • Gesture Controls: The app incorporates intuitive touch gestures that make navigation easier on mobile devices. You can use swipes, pinches and taps to perform actions that would typically require function keys or keyboard shortcuts on a traditional terminal.

Tips for Using Client Access

  1. Take time to set up your keyboard layout before diving into serious work as the default layout might not include all the special keys you need. Create custom layouts for different applications you frequently use to maximize your productivity when switching between tasks.
  2. Use the app's macro recording feature to automate repetitive tasks that you perform regularly. Recording a sequence of keystrokes once can save you countless taps and significantly speed up your workflow when performing routine operations.
  3. Enable the auto-reconnect feature if you're working in areas with spotty network coverage. This setting will automatically attempt to restore your session if your connection drops temporarily, preventing you from losing your place in the application.
  4. Take advantage of the screen capture feature to document errors or save important information for later reference. These captures can be particularly useful when you need to share information with IT support or colleagues who aren't currently connected to the system.

How to Download and Use Client Access

  1. Download the app by clicking on the Google Play Store button if using Android, or use the Apple Store button for iOS. The app may require you to purchase a license depending on your organization's arrangement with HelpSystems.
  2. After installation, open the app and tap on 'Add Connection' to set up your first IBM i system connection. You'll need to enter your host address, user credentials and connection preferences like emulation type and screen size.
  3. Once connected, familiarize yourself with the touch interface by exploring the keyboard options and gesture controls. You can access additional settings by tapping the menu icon, where you'll find options to customize your experience including color schemes, font sizes and keyboard layouts.

Final Thoughts

Client Access delivers on its promise to bring IBM i connectivity to mobile devices in a thoughtful and practical way. While the learning curve might be steep for users new to terminal emulation, the app rewards persistence with genuine productivity gains for professionals who need IBM i access on the go. The customization options are impressive and allow users to tailor the experience to their specific needs rather than forcing them to adapt to rigid defaults. Performance is generally solid even on older devices, though complex screens can occasionally feel sluggish. For IBM i professionals who need mobility, Client Access strikes a good balance between the limitations of mobile devices and the requirements of traditional green screen applications.

What We Loved

  • Secure account management
  • Mobile-optimized interface
  • Comprehensive portfolio tracking
  • Document storage vault
  • Real-time market information

Areas for Improvement

  • Limited language support
  • Some data cannot be deleted
  • Requires constant internet connection

🎯Final Verdict

Client Access is a solid finance app that offers good value for its price point. We highly recommend it for users looking for a reliable solution in this category.

Screenshots

Technical Specifications

System Requirements

File size
Not specified
Requirements
Android 6.0+
In app purchases
No
Family sharing
No

App Information

Publisher
Raymond James
Category
Finance

More Finance Apps

OneMain Financial icon

OneMain Financial

OneMain Financial Group, LLC

5.0
Need quick cash? OneMain Financial offers personal loans with flexible terms and fast approval, even for less-than-perfect credit. Read our review and get started today!
Free
Android
IHG Hotels & Rewards icon

IHG Hotels & Rewards

Six Continents Hotels, Inc.

4.8
Unlock exclusive hotel deals and earn rewards with every stay! IHG Hotels & Rewards makes booking luxury accommodations effortless. Read our review and get started today!
Free
iOS, Android
Deutsche Bank Mobile icon

Deutsche Bank Mobile

Deutsche Bank AG

4.8
Manage your finances on-the-go with Deutsche Bank's powerful mobile banking app. Secure transactions, account monitoring and seamless banking at your fingertips. Read our review and get started!
Free
iOS, Android