eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

24 ratings
6 reviews
Free

Details

  • Released
  • Updated
  • March 24, 2025
  • July 15, 2026

Features

eMoney Client Portal screenshot #1 for iPhone
eMoney Client Portal screenshot #2 for iPhone
eMoney Client Portal screenshot #3 for iPhone
eMoney Client Portal screenshot #4 for iPhone
eMoney Client Portal screenshot #5 for iPhone
eMoney Client Portal screenshot #6 for iPhone
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About

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregation
Spending and investment tracking
Personalized goal setting
Secure document vault
Advisor communication
Financial topic exploration
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+1

What's New in eMoney Client Portal

1.1.45

July 15, 2026

New App Icon Assets Added

User reviews

iPad version?

How in this day and age do we not have an iPad version of the app.
Anyone using it is older and Not on their phone.

Logged out

After getting out all set up it word briefly. Fast forward a few weeks and now I log in with my face id and it says session expired. Not sure why cause I haven't used it in a while. The only options it gives me is used username and password or no. Neither let me do anything. Uninstalling and going back to the before usages until it's fixed
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Doesn’t work on iPad

This app is USELESS. When I try to login the keyboard refuses to display so there is absolutely now way to log in. You are pathetic eMoney.

Can’t see anything

Latest version of IOS just leads to blank screen when logging in.

Good but needs optimization

Changing transaction categories gets hidden behind keyboard.

Cannot set transaction rules in app.

Developer apps

FAQ

What is eMoney Client Portal?

eMoney Client Portal is a free finance application that provides a consolidated view of your financial life. It allows you to track spending, investments, set goals, and securely communicate with your financial advisor.

Is eMoney Client Portal secure?

Yes, eMoney Client Portal emphasizes security with secure aggregation and document sharing features. It is designed to provide complete control and safety over your financial data.

Can I track my investments with eMoney Client Portal?

Yes, the app allows you to track your investments and asset allocation with easy-to-understand visuals and insights, helping you stay on top of your portfolio.

How does eMoney Client Portal help with financial goals?

You can identify your financial goals and track your progress within the portal. It also allows you to make adjustments and see how changes can impact your financial future.

Does eMoney Client Portal have ads?

No, eMoney Client Portal does not contain advertisements. It is a free application designed to provide a seamless user experience without interruptions.

What devices support eMoney Client Portal?

eMoney Client Portal is currently supported on iPhone and iPod devices. The latest version available is 1.1.11, updated on November 20, 2025.

How often is eMoney Client Portal updated?

The application was last updated on November 20, 2025, indicating regular updates to improve functionality and security. The current version is 1.1.11.

What is the age rating for eMoney Client Portal?

eMoney Client Portal has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.