Three Arch Wealth
Finance
Free · Designed for iPad. Not verified for macOS.
The Three Arch Wealth Client Portal app provides secure, on-demand access to your personalized financial life—anytime, anywhere. View your portfolio, track performance, access key documents, and stay connected with your advisory team, all from one intuitive platform.
Features include:
- Portfolio balances and performance tracking
- Secure document sharing and storage
- Asset allocation, asset class returns, and dividend projections
- Access to performance reports, account statements, and tax documents
- Account aggregation for a complete financial picture
Designed exclusively for clients of Three Arch Wealth Management, this app helps you stay informed, organized, and confident in your financial future.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Three Arch Wealth Management LLC, 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
- Three Arch Wealth Management LLC
- Size
- 2.9 MB
- Category
- Finance
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPad
Requires iPadOS 12.0 or later. - iPod touch
Requires iOS 12.0 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
- © Copyright 2025 yHLsoft Inc. All Rights Reserved