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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.