Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.
Envestnet Client View by Envestnet Financial Technologies, Inc.


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Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.






This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.




Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.