My Portfolio iOS

Check out our latest version of portfolio management, Portfolio and Performance! If you haven't already, contact us about upgrading your account to the newest version and gain access to some great new features. 

On the go and need to review your portfolio? Use EverTrue's iOS application to view your prospects from anywhere!

Within EverTrue mobile, you can view your prospects by stage, on a map, or add them to a list. 

Viewing Your Portfolio

To view all prospects on a map, use the "View All" button near the upper right corner. 

To view all prospects within a particular stage, click on the stage name. Both clicking the stage or "View All" will take you to a more detailed list of those prospects and a map view. 

Add To List

In the detailed view, you can select any number of individual constituents and add them to a list you're curating.*

Select the constituents you're interested in and click "Add To List."

Select the list you're working on or create a new one right from this menu! 

*At this time, adding prospects to a trip directly from your portfolio is not available.

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