Old Port Advisors

Finance

Free · Designed for iPad. Not verified for macOS.

An extension of your trusted Advisor. Monitoring your wealth and tracking your financial plan has never been easier with the features you value most in the palm of your hand. ·        View Your Portfolio: Access real-time updates on portfolio value, asset allocation, performance insights, and detailed account information. ·        Secure Login: Log in safely and conveniently using fingerprint or facial recognition technology. ·        Account Aggregation: Seamlessly link and manage external financial accounts for a comprehensive view of your financial landscape. ·        At-a-Glance Balances: Instantly view account balances and status summaries from a single, intuitive dashboard. ·         Document Management: Securely share, upload, and manage important financial documents with your advisory team. ·        Reports & Statements: Access personalized statements and investment-focused reports prepared by your financial team, all in one place. Requirements: You need to be an Old Port Advisor client user that has been authorized for the phone application. If you would like to request access, please contact your Old Port Advisor primary contact.

Ratings & Reviews

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• Login Security Enhancements • Performance Improvements • Bug Fixes

Version 1.96

The developer, Old Port Advisors, 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 Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Usage Data

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
  • Old Port Advisors
Size
  • 145.9 MB
Category
  • Finance
Compatibility
Requires iOS 12.4 or later.
  • iPhone
    Requires iOS 12.4 or later.
  • iPad
    Requires iPadOS 12.4 or later.
  • iPod touch
    Requires iOS 12.4 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
13+
Copyright
  • © Black Diamond Wealth Platform
  • Developer Website
  • Privacy Policy

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