AMI Investment Management Inc
Finance
Free · Designed for iPad. Not verified for macOS.
The client portal uses 128-bit SSL encryption to ensure your information is protected from unauthorized access and reduces the threat of identity theft by eliminating paper statements. In addition, our client portal includes several major enhancements: 1) Interactive live dashboard with current account information; 2) Secure document vault for storing tax returns, trusts and other important documents; 3) Encrypted, secure file exchange between you and our service team; 4) Securely send messages to and receive messages from our service team; 5) A complementary companion Smartphone App will be coming in the near future.
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Bug fixes and enhancements
The developer, AMI Investment Management, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- AMI Investment Management, Inc.
- Size
- 47 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Envestnet Financial Technologies