Evelyn Partners Mobile
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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
- 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.
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User Rating

2.3 out of 5

37 ratings in United Kingdom

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Ratings History

Reviews

Astonishingly bad

Nr2303 on

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

CCCarp on

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

Kim0070 on

This version is much easier to log into compared to the old version, where I had some difficulties logging in.

progress

Use yar on

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

PNA1 on

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

S_vda on

Nice visuals and stats to keep track of portfolio performance

Dreadful

From fev on

This is in no way an improvement. The display is small & not as informative as the old app

Doesn’t work

Lokator on

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

Jpt2023 on

Once you login you can’t see anything as nothing loads

Useless App

Dellmhor on

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.

Store Rankings

Ranking History

Category Rankings

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Top Free
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App Info

Category
Finance
Languages
English
Recent version
2.6.0 (2 months ago )
Released on
May 29, 2023 (1 year ago )
Last updated
1 month ago