# Evelyn Partners Mobile > Digital platform for managing Evelyn Partners investment portfolios and financial documents. (iPhone/iPad app by Evelyn Partners Group Limited.) - Source: https://appshunter.io/ios/app/evelyn-partners-mobile/id1670186562 (this page in markdown: same URL + `.md`) - Developer: [Evelyn Partners Group Limited](https://appshunter.io/developer/1137915157) - Category: Finance - Price: Free - Rating: 4.80/5 from 6 App Store ratings · 27 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 244 MB - Languages: American English - Released: 2023-05-29 - Data updated: 2026-09-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/evelyn-partners-mobile/id1670186562/reviews.md ## What is Evelyn Partners Mobile? Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your investments - Portfolio performance benchmarks - View recent transactions - Access your documents and download the latest valuation statement, tax statement and more - See other accounts you are linked to Security - Two-step verification for stronger security when logging in - Face ID or Touch ID for stronger security and easy account access - Update your email address or mobile number in the app Future updates - Adviser contact details - Additional features on the homepage How to register To access this app you must be a registered client of Evelyn Partners – please contact your adviser for help. For more information on our range of services go to www.evelyn.com Terms and conditions apply. *Important information* The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested. Evelyn Partners Investment Management Services Limited is authorised and regulated by the Financial Conduct Authority. The figures used / seen in the images are for illustrative purposes only. ## Key features - Manage investment portfolio - View portfolio values - Check investment performance - Access documents - Download statements - Two-step verification - Face/Touch ID login ## Recent user reviews (10 of 27) All indexed reviews: https://appshunter.io/ios/app/evelyn-partners-mobile/id1670186562/reviews.md ### 1/5 — I left and went to AJ Bell *2025-11-07, version 2.7.1* Awful app performance. Couldn't get growth figures. Ridiculous rebrand to the awful name evelyn. Not a company I had any faith in, so I left. ### 4/5 — Progress *2025-10-27, version 2.7.0* Lots information but not sure how to evaluate. Where are the interactive additions? ### 1/5 — Constantly asked to leave a review *2025-10-22, version 2.7.0* The app asks me to leave a review every time I log in. ### 5/5 — App maintenance *2025-07-20, version 2.6.6* This app seems to have been under maintenance for over a week and hence no one could logon. I had to delete and reload to get it working ### 1/5 — Awful *2025-04-01, version 2.6.5* Don’t like new app especially not being able to take screenshots. And now I can’t log in at all. Go back to the old version ### 4/5 — Can’t see portfolio *2025-03-08, version 2.6.5* This app was working well and I check it regularly - at least until I updated it on 16 Jan, 2025. Now it won’t load my portfolio (home) page. Thx for fixing. 8 March 2025 update: all working now, thanks ### 1/5 — Keeps crashing. *2025-02-23, version 2.6.4* The App crashes each time I try to look at my portfolio. I have an iPhone 16. Seems like others are having the same problem, hopefully they’ll fix it soon. ### 1/5 — So Poor *2025-02-09, version 2.6.4* What is the value in pointing your clients towards an app to keep them up to date with their investments if the very portfolios they want to see the detail of makes the entire app crash each and every time you try? ### 3/5 — Can’t see portfolio *2025-01-17, version 2.6.4* This app was working well and I check it regularly - at least until I updated it on 16 Jan, 2025. Now it won’t load my portfolio (home) page. Thx for fixing. ### 1/5 — Very basic, crashes on me. No support. *2024-12-19, version 2.6.4* I’ve recently moved to Evelyn from another platform after my FA was acquired by them: although the service I receive from my FA is good. The app currently crashes when I try and access any of my funds. I’ve been repeatedly told that IT/Dev will reach out but have heard nothing. This just isn’t good enough in 2024. Even when the app worked - I was pretty underwhelmed. Do better Evelyn ## Frequently asked questions about Evelyn Partners Mobile ### What does the Evelyn Partners Mobile app do? The app allows registered clients to manage their Evelyn Partners investment portfolio. Users can view current portfolio values, track investment performance, check asset allocation, and access important financial documents such as valuation and tax statements. ### What are the key features of the app? Key features include managing your investment portfolio, viewing current values at a glance, checking performance and asset allocation, accessing documents like valuation and tax statements, and enhanced security with two-step verification and biometric login (Face ID/Touch ID). ### How do I register for the Evelyn Partners Mobile app? To access the app, you must be a registered client of Evelyn Partners. Please contact your financial adviser for assistance with registration. More information about Evelyn Partners' services can be found on their website. ### Is the app compatible with my device? The description does not specify device compatibility. However, it mentions security features like Face ID and Touch ID, suggesting compatibility with devices that support these technologies. It is recommended to check the app store listing for specific operating system requirements. ### What are the risks associated with investments managed through this app? The value of investments and the income derived from them can fluctuate, meaning you may get back less than you originally invested. Evelyn Partners Investment Management Services Limited is regulated by the Financial Conduct Authority. ## Version history (last 5 releases) ### 2.8.0 — 2026-09-01 Bug fixes ### 2.7.9 — 2026-08-28 With this release we are improving your portfolio experience, adding contacts and insights so that you can keep up to date with the latest financial news and easily get in touch with your Evelyn contacts. ### 2.7.8 — 2026-08-05 This update introduces several key enhancements to improve your digital experience: My Wealth + Portfolio experience improvements: We've updated the my My Wealth + Portfolios experience of the application. Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. ### 2.7.7 — 2026-05-12 This update introduces several key enhancements to improve your digital experience: iPad experience improvements: We've updated the my iPad experience of the application. Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. ### 2.7.6 — 2026-04-05 This update introduces several key enhancements to improve your digital experience: My Wealth improvements: We've updated the my wealth pages of the application. Customer feedback: We've been loving your feedback and have been working hard to integrate this into the application. ## Apps similar to Evelyn Partners Mobile | App | Rating | Price | Category | | --- | --- | --- | --- | | [AJ Bell Investcentre](https://appshunter.io/ios/app/aj-bell-investcentre/id1093604517) | — | Free | Finance | | [Track My Pension](https://appshunter.io/ios/app/track-my-pension/id1501347312) | 1.0 (14) | Free | Finance | | [Fidelity PlanViewer](https://appshunter.io/ios/app/fidelity-planviewer/id1480686284) | 4.4 (90) | Free | Finance | | [MyRathbones](https://appshunter.io/ios/app/myrathbones/id1531142018) | 5.0 (3) | Free | Finance | | [Royal London](https://appshunter.io/ios/app/royal-london/id1452240242) | 4.5 (35) | Free | Finance | | [Prudential ISA Mobile](https://appshunter.io/ios/app/prudential-isa-mobile/id1593421098) | — | Free | Finance | ## More apps by Evelyn Partners Group Limited - [Evelyn Partners](https://appshunter.io/ios/app/evelyn-partners/id1137915158) - [Bestinvest](https://appshunter.io/ios/app/bestinvest/id1630935641) - [Tilney for Haines Watts](https://appshunter.io/ios/app/tilney-for-haines-watts/id1642730189) - [Evelyn Partners Tax Portal](https://appshunter.io/ios/app/evelyn-partners-tax-portal/id6547868708) All apps by Evelyn Partners Group Limited: https://appshunter.io/developer/1137915157 ## Related topics [evelyn partners mobile](https://appshunter.io/ios/topics/evelyn-partners-mobile) · [evelyn mobile](https://appshunter.io/ios/topics/evelyn-mobile) · [evelyn](https://appshunter.io/ios/topics/evelyn) --- *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 2026-09-05.*