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
- Secure messaging to send and receive information, messages or documents with your adviser
- 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.
Hide..Show more..
Screenshots
User Rating
2.3 out of 5
37 ratings
in United Kingdom
5 star
10
4 star
0
3 star
3
2 star
2
1 star
22
Ratings History
Reviews
Astonishingly bad
It is quite amazing to me that a such a big company can make such an awful app (not once, but twice!). Who are they paying for this? Most of the charts read right to left, which makes me wonder if a human actually bothered to test this before releasing. The content, design and usability is just so, so bad.
I’m taking my portfolio elsewhere and the lack of effort in this app displayed over years by Tilneys and now Eveylen is at least partly why. For shame
Beyond belief
Both this app and the web portal are completely useless and no amount of excuses and promises can disguise the fact that this was a massive misstep. Clients are paying for this incompetence and Evelyn seem to have lost sight of the needs of their customers. Such an underdeveloped amateur product should never have been allowed to go live. Bring back the previous app and web portal until you can at least replicate that before introducing something new.
Quicker than the old app
This version is much easier to log into compared to the old version, where I had some difficulties logging in.
progress
The app is very good. Easy to navigate and very informative and look forward to new features and future updates.
Good view of my account through App
I think this new app provides a clean, simple view of my account and activity and the promise of more things to come Is welcome
Tracking portfolio performance
Nice visuals and stats to keep track of portfolio performance
Dreadful
This is in no way an improvement. The display is small & not as informative as the old app
Doesn’t work
As said elsewhere the app fails to open. Maybe the focus was on launching the new website.
Come on devs, get the app fixed please.
App doesn’t work
Once you login you can’t see anything as nothing loads
Useless App
Just like the web version this App is useless. Poor layout that requires reading data right to left! The previous older version was much better and it gave all the information required in a logical form. I suggest that you revert back to the previous version and start again. Try engaging with users to see what they are looking for during the design process, then trial and improve before migrating to a new version. If I had commissioned this I would be looking for accountability from this developer for loss of service and reputation damage.