Best Ewm Client View Apps

Client Access

by Raymond James Financial

Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

Edward Jones

Track your goals on-the-go

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

Quicken: Budget & Track Money

Investing, Spending, Net Worth

Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Envestnet Client View

by Envestnet Financial Technologies, Inc.

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.

Private Client Services

Client portal

Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Equitable Mobile App

Advice•Protection•Retirement

Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Clientbook Retail

clienteling, messaging, crm

Free

This app helps retail sales associates manage customer relationships and communication. It centralizes customer information, tracks follow-ups, and provides a unified messaging system, replacing traditional physical client books. Store management gains insights through a reporting dashboard.

App Store Connect

For App Developers

Free

Manage your apps and submissions directly from your iPhone or iPad. Monitor sales, respond to reviews, manage testers, and generate marketing assets on the go. Receive important notifications about your app's performance and status.

Stock Plan

Morgan Stanley at Work

Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

Empower ®

Plan, save, invest, retire

Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

SimplePractice for Clinicians

Practice Management Software

Free

Manage your practice on the go with intuitive tools for scheduling, client management, and administrative tasks. This HIPAA-compliant app offers a streamlined experience for clinicians to connect with clients, manage appointments, and access client information securely from their mobile devices.

Fidelity Investments

Invest, save, plan in one app.

Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

AdviceWorks®

Client Access

Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

UBS Wealth Management

by UBS AG

Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

EFE

Your Investment Advisor

Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.