Beacon Financial Advisors

Finance

Free · Designed for iPad. Not verified for macOS.

The mobile app for clients of Beacon Financial Advisors in Rye Brook, NY. View your account values, investment holdings, portfolio activity, and monthly statements all on your smartphone.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

Version 5.14.0

The developer, Beacon Financial Advisors, 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 Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Beacon Financial Advisors, Inc.
Size
  • 39.4 MB
Category
  • Finance
Compatibility
Requires iOS 13.4 or later.
  • iPhone
    Requires iOS 13.4 or later.
  • iPad
    Requires iPadOS 13.4 or later.
  • iPod touch
    Requires iOS 13.4 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2024 Beacon Financial Advisors, Inc.
  • Developer Website
  • Privacy Policy

    • You Might Also Like