# eMoney Client Portal — eMoney Client Portal > Secure personal finance portal for account aggregation, goal tracking, and advisor communication. (iPhone/iPad app by eMoney Advisor.) - Source: https://appshunter.io/ios/app/emoney-client-portal/id6479571927 (this page in markdown: same URL + `.md`) - Developer: [eMoney Advisor](https://appshunter.io/developer/295651699) - Category: Finance, Business - Price: Free - Rating: 3.57/5 from 28 App Store ratings · 9 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 157 MB - Languages: English - Released: 2025-03-24 - Data updated: 2026-08-18 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/emoney-client-portal/id6479571927/reviews.md ## What is eMoney Client Portal? Enjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your spending, investments, and asset allocation with easy-to-understand visuals and insights. • Personalized Goal Setting: Identify your financial goals and track your progress. Make adjustments to see how changes can impact your financial future. • Secure Document Vault: Upload and store important documents securely. Share them with your advisor whenever you need to, directly through the portal. • Simplified Communication: Engage with your advisor for meaningful planning conversations, all within the secure portal. • Explore: Dive into financial topics that interest you, separate from your financial plan, to gain valuable insights. EXPERIENCE THE ADVANTAGES: • Save Time and Stay Organized: Automate financial tracking and access everything in one place, making it easier to manage your financial life. • Complete Control and Security: View and manage your data safely, with secure aggregation and document sharing. • Enhanced Engagement: Take a proactive role in your financial journey by experimenting with different goals and gaining valuable insights. ## Key features - All-in-one account aggregation - Spending and investment tracking - Personalized goal setting - Secure document vault - Advisor communication - Financial topic exploration ## Recent user reviews (9 of 9) All indexed reviews: https://appshunter.io/ios/app/emoney-client-portal/id6479571927/reviews.md ### 3/5 — Love the app but… *2026-08-04* This is a great app… on my Apple iPhone. On my new MacBook and 13-inch iPad Pro (running latest OS and iOS) using safari browser the site behaves strangely and is literally nearly unusable. I even tried chrome - not working with chrome either. Site is buggy. Recommend the developer tests on those devices with safari browser. Happy to provide additional detail if helpful. Will change to 5 stars if corrected. ### 2/5 — No IPad App *2026-08-03* eMoney has a glaring gap in not having a dedicated iPad app. Additionally I find the “Feedback” functionality seems to be a black hole. ### 1/5 — Meh *2026-07-18* Session expired, can’t use Face ID but won’t let me input username/PW. Can’t use the app. ### 2/5 — iPad version? *2026-07-05* 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. ### 3/5 — Logged out *2026-05-23* 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 ### 1/5 — Doesn’t work on iPad *2026-02-27* 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. ### 1/5 — Can’t see anything *2026-02-02* Latest version of IOS just leads to blank screen when logging in. ### 4/5 — Good but needs optimization *2025-11-20* Changing transaction categories gets hidden behind keyboard. Cannot set transaction rules in app. ### 3/5 — Fine but buggy *2025-11-06* Changing transaction categories gets hidden behind keyboard. Cannot set transaction rules in app. Face ID login froze the app and I had to fully disable Face ID in settings. Company logo appears blurry ## Frequently asked questions about eMoney Client Portal ### 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. ## Version history (last 5 releases) ### 1.2.0 — 2026-08-11 New App Icon Assets Added ### 1.1.48 — 2026-08-04 New App Icon Assets Added ### 1.1.47 — 2026-07-28 New app icon's assets added ### 1.1.46 — 2026-07-21 New app icon assets added. ### 1.1.45 — 2026-07-15 New App Icon Assets Added ## Apps similar to eMoney Client Portal | App | Rating | Price | Category | | --- | --- | --- | --- | | [Wealthscape℠](https://appshunter.io/ios/app/wealthscape/id1164184928) | 4.8 (2,815) | Free | Finance | | [Schwab Advisor Center® Mobile](https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637) | 2.5 (42) | Free | Finance | | [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 2.8 (45) | Free | Finance | | [SEI Connect - Investor](https://appshunter.io/ios/app/sei-connect-investor/id1668221443) | 4.1 (30) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,135) | Free | Finance | | [Orion Wealth Management Portal](https://appshunter.io/ios/app/orion-wealth-management-portal/id1536754515) | 3.8 (25) | Free | Finance | ## More apps by eMoney Advisor - [eMoney Summit 2019](https://appshunter.io/ios/app/emoney-summit-2019/id1433840575) - [Incentive: Financial Wellness](https://appshunter.io/ios/app/incentive-financial-wellness/id1460141598) All apps by eMoney Advisor: https://appshunter.io/developer/295651699 ## Related topics [emoney advisor](https://appshunter.io/ios/topics/emoney-advisor) · [e money client portal](https://appshunter.io/ios/topics/e-money-client-portal) · [emoney](https://appshunter.io/ios/topics/emoney) · [mcf advisors portal](https://appshunter.io/ios/topics/mcf-advisors-portal) · [concurrent advisors portal](https://appshunter.io/ios/topics/concurrent-advisors-portal) · [deedeed client](https://appshunter.io/ios/topics/deedeed-client) · [ftwa client portal app](https://appshunter.io/ios/topics/ftwa-client-portal-app) · [errante client portal](https://appshunter.io/ios/topics/errante-client-portal) · [heartland bank wm clientportal](https://appshunter.io/ios/topics/heartland-bank-wm-clientportal) · [client portal](https://appshunter.io/ios/topics/client-portal) · [mcws client app](https://appshunter.io/ios/topics/mcws-client-app) · [thimble island wealth portal](https://appshunter.io/ios/topics/thimble-island-wealth-portal) · [composition wealth portal](https://appshunter.io/ios/topics/composition-wealth-portal) · [cfar portal](https://appshunter.io/ios/topics/cfar-portal) · [portal del cliente](https://appshunter.io/ios/topics/portal-del-cliente) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-18.*