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Set Up the Premium App
The premium app is a customized version of the mobile app branded specifically for your firm. In the standard app, clients see the same portal theme that you set up for desktop portals. In addition to controlling the portal theme, the premium app offers the following benefits:
Your firm's logo on the app login page.
You designate the name of the app in the app store.
You control the look of shortcut icon.
Users don't need a portal code to log in to your premium app.
As with the standard app, you control the theme and pages the client sees when logged in.
The table below highlights the differences between the standard app and the premium app.
| Standard | Premium | |
|---|---|---|
| Name in the app store | WealthView |
Determined by your firm Example: Cherry Street Financial |
| Credentials required for client login |
Client enters:
|
Client enters:
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| Login screen logo |
WealthView logo created by Tamarac
|
Determined by your firm
|
| Shortcut icon |
Standard
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Determined by your firm
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| Portal theme | Determined by your firm | Determined by your firm |
| Cost |
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| Additional setup requirements | None | Work with Tamarac Account Management to sign mobile app paperwork and create custom look and feel. Learn More >> |
| Download availability | Immediately | Some delay as app is created for your firm |
| Features (if included in the client view) |
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When the premium app is complete, Tamarac will make it available in the Apple App Store and the Google Play Store for you.
Contact Tamarac Account Management at TamaracAM@envestnet.com. They will assist with working through the process of creating a premium app.
To create a premium account you will need developer accounts at Apple and Google. For detailed steps on how to create developer accounts with Google and Apple, see Create a Developer Account for the Mobile App.
Unlike with the standard app, your clients do not need to enter a portal code when logging in to your branded app. Instead, clients log in using any of the available login methods:
Email address and password
Fingerprint (Touch ID, if available)
Face (Face ID, if available)
The premium app does not allow firm users to log in and view the mobile app as a client. To view a mobile app as a client, use the standard app.
Firm users will only have access to view the mobile app for users they have permissions to. If you can't see a client in the mobile app list, confirm that you have permission to view that client.
For more information, see Manage the Mobile App.
