Best Envestnet Client View Apps

3.5(13 ratings)

Free

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.

Walton Client Application by WALTON INTERNATIONAL GROUP LIMITED

For Asia and Middle East

Strong Contender

0.0(0 ratings)

Free

Manage your real estate investment portfolio securely on the go. View your assets, generate statements, and vote on exit offers. Stay informed with news and updates.

MPW Client Portal by McLaughlin Private Wealth, LLC

Worth Considering

by Independent Trustee Company Ltd

0.0(0 ratings)

Free

More Envestnet Client View apps to explore

AZA Client Portal

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Access valuation & documents

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OpenArc Client Portal

Portfolio accessPerformance report downloadsAdvisor communication

Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.

AMI Investment Management Inc

(11)

free

by AMI Investment Management, Inc.

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IronBridge Client Portal

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Lewis Investment Client Portal

Your secure financial portal

Access investment portfolioView valuations and recommendationsDigitally sign documents

Access your investment portfolio, view personalized recommendations, and digitally sign documents. Securely communicate with your financial advisor and upload important files directly from your mobile device.

by Wedbush Securities, Inc.

View account summaries and balancesReal-time market dataTrade stocks, ETFs, and mutual funds

Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.