SCS Client Portal
Finance
Free · Designed for iPad. Not verified for macOS.
SCS Client Portal iOS app gives you a clear, complete view of your portfolio - right from your iPhone or iPad. Securely access your investment information, explore detailed dashboards, review files, and stay connected to your financial picture anytime, anywhere.
Key Features:
- Comprehensive Portfolio View
Instantly see your full portfolio with intuitive summaries, key metrics, and consolidated insights.
- Deep-Dive Analytics
Explore detailed dashboards across allocation, holdings, portfolio changes, and more.
- Secure Document Center
Access, filter, download, and upload important files - including quarterly statements, letters, and reports.
- Personalized Experience
Switch easily between multiple portfolios or entities, customize light/dark mode, and tailor your display preferences.
- Privacy & Security at the Core
Protect your account with industry standard encryption, multifactor authentication, and built-in security features.
Whether you’re tracking your portfolio’s value, preparing for a meeting, or simply staying informed, the SCS Client Portal app helps you oversee your wealth with clarity and confidence.
*Screens shown use sample data to depict typical app experience and are subject to change. Please read disclosures for important information.
Ratings & Reviews
The developer, SCS Financial, 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:
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- SCS Capital Management LLC
- Size
- 41.7 MB
- Category
- Finance
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later. - iPad
Requires iPadOS 18.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 2.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2023 Addepar