Back Home > Tamarac Reporting > Clients and Client Portals > Client Portals > New Client Portal > Download the New Client Portal Mobile App
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Home > Tamarac Reporting > Clients and Client Portals > Client Portals > New Client Portal > Download the New Client Portal Mobile App
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Download the New Client Portal Mobile App
When you’re ready to give your clients convenient, 24/7 access to their client portal wherever they are, they can download the Envestnet Client View mobile app.
This topic provides steps for how to download the app.
For more information about the new client portal mobile app, see Introduction to the New Client Portal Mobile App.
You must enable the portal for each client. For more information, see Workflow: Set Up a New Client Portal.
The Envestnet Client View app is available for the mobile devices running the following:
iOS version 12.4 to current
Android version 8.0 to current
While you can view the app on tablets or iPads, the mobile app displays best on a mobile phone.
The screen is locked in portrait mode. It won’t rotate to landscape if you turn the device.
To download the mobile app, clients follow these steps:
On the mobile device, open the app store.
In the app store, search for Envestnet Client View.
Download the app. Once downloaded, sign in to start tracking financial wellness from anywhere.