Avalon Portal
Finance
Free · Designed for iPad. Not verified for macOS.
Through our collaboration with Orion, we are offering you the ability to download our app in order to easily access your account information, documents and your advisor. With just a click, you can download the documents we send you, like your quarterly reports, and you can securely upload documents to us, This is just another way in which Avalon Capital Management is striving to continually increase our service offerings to you, our clients.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- 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
The developer, Avalon Capital Management, 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 Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Avalon Capital Management
- 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2024 David R. Rahn and Associates Inc.