3Roots Client Portal

Finance

Free · Designed for iPad. Not verified for macOS.

Rooted in Trust. Growing Together. The 3Roots Client Portal is your secure, personalized gateway to your financial world. Designed exclusively for clients of 3Roots Wealth Partners, our app brings transparency, convenience, and clarity to your wealth journey — anytime, anywhere. With an intuitive, modern interface, you can: Access your accounts and view up-to-date balances and holdings Track performance and monitor progress toward your financial goals Review and share documents safely and efficiently Stay connected with your 3Roots advisory team through a seamless communication experience Receive updates on portfolio activity, financial planning milestones, and important firm announcements Built on industry-leading technology and safeguarded with institutional-grade security, the 3Roots Client Portal ensures your personal and financial data remain protected at all times. At 3Roots Wealth Partners, we believe wealth is about clarity, confidence, and connection — and our client portal is designed to keep all three at the root of your experience.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

Version 5.22.1

The developer, 3Roots Wealth Partners 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 Linked to You

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

    • Financial Info
    • Contact Info
    • 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
  • 3Roots Wealth Partners LLC
Size
  • 63.7 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • iPhone
    Requires iOS 15.6 or later.
  • iPad
    Requires iPadOS 15.6 or later.
  • iPod touch
    Requires iOS 15.6 or later.
  • Mac
    Requires macOS 12.5 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
  • © 2026 3Roots Wealth Partners LLC
  • Developer Website
  • Privacy Policy

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