Introduction

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: Portal code Username Password	Client enters: Username Password
Login screen logo	WealthView logo created by Tamarac	Determined by your firm
Shortcut icon	Standard	Determined by your firm
Portal theme	Determined by your firm	Determined by your firm
Cost	Free to you Free to your clients	Additional cost to you Free to your clients
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)	Dashboard Reports Documents (document vault) Service Team Announcements Assets & Liabilities Linking External Accounts Dual Factor Authentication	Dashboard Reports Documents (document vault) Service Team Announcements Assets & Liabilities Linking External Accounts Dual Factor Authentication

When the premium app is complete, Tamarac will make it available in the Apple App Store and the Google Play Store for you.

Steps for Getting a Premium App

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.

Step One: Contact Account Management

Contact Tamarac Account Management at TamaracAM@envestnet.com. They will assist with:

Updated contract paperwork.
The additional fee.

If your firm already has a premium app, there will be no additional changes to your contract or billing. However, you will still need to work with Account Management to create your firm's premium app.

Step Two: Provide Files to Tamarac

You will work with Tamarac Account Management to generate:

Branded image for the login screen.
Name for the app. This appears in the app store and on the shortcut.
Icon image. This is the shortcut image the user sees on their screen.

Step Three: Create Developer Accounts for App Stores

Each app must be associated with its specific firm in Google Play and the Apple App Store. To do this, your firm must create a developer account that the app is then associated with.

This involves the following steps:
1. You create developer accounts for Google and Apple.
2. You forward developer-related emails to Tamarac.
3. Tamarac manages the process of adding your app to the store using your developer account.
For detailed steps on how to create developer accounts with Google and Apple, see Create a Developer Account for the Mobile App.

Step Four: Tamarac Adds App to App Store

Tamarac creates the unique, branded app for you. When you are satisfied with it, Tamarac adds the app to the Apple App Store and the Google Play Store.

Once the app is in the Apple App Store and the Google Play Store, your clients can search for and download the app.

For more information, see Manage the Mobile App.

Client Login With the Premium 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)

For more information, see Mobile App Login Options and Manage the Mobile App.

View Mobile App as Client

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.

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