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.




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.






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.


Access breaking business news, market data, and video content from your favorite personalities. Get personalized alerts and watch live or on-demand programming. Stay informed about the financial world.


Easily manage and vote on all your shareholder proxies from your mobile device. Access, review, and cast your votes with just a few taps, and receive notifications and meeting results.


Manage your finances conveniently on the go with this redesigned mobile banking app. Track spending, transfer funds, deposit checks, and secure your cards. Access statements, apply for loans, and manage rewards all from your device.


Manage your auto, home, and business insurance policies, as well as employee benefits, directly from your smartphone. Access policy details, make payments, and get digital ID cards. Connect to the full mobile website for claims, policy changes, and more.


Maximize your credit card rewards by automatically tracking category bonuses and offers. Get real-time recommendations for the best card to use at stores and online, and easily manage your offers. Save money and earn more points, cashback, and miles daily.


Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.