This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.

Evelyn Partners Mobile

Name: Evelyn Partners Mobile
Availability: InStock
Rating: 4.63 (700 reviews)

Access your investment performance, valuation statements, and tax documents through our exclusive, institutional-grade portal designed for the sophisticated investor.

Key Figures

Downloads

6K+

User Rating

4.6/5

Total Ratings

700

Publisher

Evelyn Partners Group Limited

Sophisticated Wealth Management

Experience a secure, institutional-grade portal designed to give you complete oversight of your investment portfolio and financial legacy.

Comprehensive Portfolio Oversight

Monitor your wealth with clarity. View real-time values, asset allocations, and performance benchmarks tailored to your investment strategy.

Uncompromising Digital Security

Protect your assets with biometric Face ID and Touch ID authentication, coupled with two-step verification for ultimate peace of mind.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Evelyn Partners Mobile - Evelyn Partners mobile app showing a wealth management portfolio overview with total value and asset allocation chart — Evelyn Partners mobile app showing a wealth management portfolio overview with total value and asset allocation chart

Evelyn Partners Mobile - A mobile app interface showing a high-value investment portfolio with performance graphs and asset allocation charts. — A mobile app interface showing a high-value investment portfolio with performance graphs and asset allocation charts.

Evelyn Partners Mobile - Screenshot of the Evelyn Partners Mobile app showing a joint investment portfolio performance chart and cumulative returns — Screenshot of the Evelyn Partners Mobile app showing a joint investment portfolio performance chart and cumulative returns

Evelyn Partners Mobile - Evelyn Partners Mobile app interface displaying a joint investment portfolio with a detailed asset allocation donut chart showing equities and cash. — Evelyn Partners Mobile app interface displaying a joint investment portfolio with a detailed asset allocation donut chart showing equities and cash.

Evelyn Partners Mobile - Documents section in the Evelyn Partners Mobile app showing portfolio valuation and capital gains tax reports. — Documents section in the Evelyn Partners Mobile app showing portfolio valuation and capital gains tax reports.

Description

Welcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your investments - Portfolio performance benchmarks - View recent transactions - Access your documents and download the latest valuation statement, tax statement and more - See other accounts you are linked to Security - Two-step verification for stronger security when logging in - Face ID or Touch ID for stronger security and easy account access - Update your email address or mobile number in the app Future updates - Adviser contact details - Additional features on the homepage How to register To access this app you must be a registered client of Evelyn Partners – please contact your adviser for help. For more information on our range of services go to www.evelyn.com Terms and conditions apply. *Important information* The value of an investment, and the income from it, may go down as well as up and you may get back less than you originally invested. Evelyn Partners Investment Management Services Limited is authorised and regulated by the Financial Conduct Authority. The figures used / seen in the images are for illustrative purposes only.