Envestnet Client View
3.2star
6 reviews
1K+
Downloads
Everyone
info
About this app
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.
- Comprehensive financial dashboard: Get a clear overview of your financial health with our intuitive dashboard, where you track your account performance, holdings, and transactions in one central location. Visualize your financial data through charts and graphs.
- Secure document sharing: Safely receive and share important financial documents with your financial advisor.
- Account aggregation: Say goodbye to logging into multiple accounts. Envestnet Client View securely aggregates your outside accounts, like credit cards, investments, loans, and mortgages, and more into one place for a real-time snapshot of your net worth. Must be enabled by your advisor.
- Financial goal plan tracking: View your MoneyGuide probability of success, projected annual plan cost, and details of each goal. Drill into goal details. Must be enabled by your advisor.
- Smart budgeting features: Take control of your spending with our budgeting tools when you create customized budgets and see your monthly expenses clearly laid out. Must be enabled by your advisor.
- Connect with your advisor: Email your financial advisor whenever you need guidance.
Why Choose Envestnet Client View?
- User-friendly interface: Our app is designed with simplicity in mind, making it accessible for users of all financial backgrounds.
- Empower your financial journey: Whether you're planning for retirement, saving for a dream home, or managing your daily expenses, Envestnet Client View is here to help you make informed financial decisions.
- Data security: We prioritize your data security and privacy, giving you and your financial team peace of mind when it comes to your data.
- 24/7 access: Manage your finances on your terms, anytime, anywhere.
Download now and start living an Intelligent Financial Life today!
By downloading the app, you agree to the Terms and Conditions: https://www.envestnet.com/mobile-terms-of-use
- Comprehensive financial dashboard: Get a clear overview of your financial health with our intuitive dashboard, where you track your account performance, holdings, and transactions in one central location. Visualize your financial data through charts and graphs.
- Secure document sharing: Safely receive and share important financial documents with your financial advisor.
- Account aggregation: Say goodbye to logging into multiple accounts. Envestnet Client View securely aggregates your outside accounts, like credit cards, investments, loans, and mortgages, and more into one place for a real-time snapshot of your net worth. Must be enabled by your advisor.
- Financial goal plan tracking: View your MoneyGuide probability of success, projected annual plan cost, and details of each goal. Drill into goal details. Must be enabled by your advisor.
- Smart budgeting features: Take control of your spending with our budgeting tools when you create customized budgets and see your monthly expenses clearly laid out. Must be enabled by your advisor.
- Connect with your advisor: Email your financial advisor whenever you need guidance.
Why Choose Envestnet Client View?
- User-friendly interface: Our app is designed with simplicity in mind, making it accessible for users of all financial backgrounds.
- Empower your financial journey: Whether you're planning for retirement, saving for a dream home, or managing your daily expenses, Envestnet Client View is here to help you make informed financial decisions.
- Data security: We prioritize your data security and privacy, giving you and your financial team peace of mind when it comes to your data.
- 24/7 access: Manage your finances on your terms, anytime, anywhere.
Download now and start living an Intelligent Financial Life today!
By downloading the app, you agree to the Terms and Conditions: https://www.envestnet.com/mobile-terms-of-use
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
App activity, App info and performance, and Device or other IDs
Data is encrypted in transit
Ratings and reviews
3.2
6 reviews
Kit Loft
- Flag inappropriate
June 16, 2025
It stinks! Can't get online whenever I try!
1 person found this review helpful
Richard Rains
- Flag inappropriate
April 28, 2025
Keeps saying password is wrong.
What’s new
Bug fixes and enhancements
App support
About the developer
Envestnet Financial Technologies, Inc.
gregory.durham@envestnet.com
1000 Chesterbrook Blvd Ste 250
Berwyn, PA 19312-1096
United States
+1 415-609-5043
