Sequoia Connect

Sequoia Connect
Sequoia Connect
Developer: Sequoia Financial Group,
Category: Finance
158 installs
ratings
+2 weekly installs
trend steady
+4 monthly installs
trend steady
SDKs, Trackers & Permissions

App not yet scanned for SDKs.

App Details
Store ID: com.envestnet.tamarac.firm_433_sequoia_financial
First Released: 2023-11-01
Store Last Updated: 2023-11-01
In-App Purchases: No
Ads: No
Website: envestnet.com
App Store
Crawl Status: Success
Store First Crawled: 2025-05-03
Store Last Crawled: 2025-11-09
Ads & App-Ads.txt
App does not have ads.
SDK Tracking Status
App not yet analyzed for SDKs.

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0★

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Screenshots

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App Description

An intuitive financial dashboard of your finances

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing your complete financial picture.
• Dynamic reports with current investment information.
• Balance sheet with linked account reporting to view all your assets in one place.
• Document vault for securely viewing files from your wealth advisor.
• Advisor access to your personalized reporting.
• And more!