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