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