Envestnet Client View
Track expenses, portfolios, and manage accounts
Envestnet Financial Technologies, Inc.
iPhone Screenshots
Description
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.
'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.