Beacon Harbor 4+
Beacon Harbor Wealth Advisors, Inc.
Designed for iPad
-
- Free
Screenshots
Description
Client Portal for Clients of Beacon Harbor Wealth Advisors. This Mobile App allows you to view account information, check balances and asset allocation, review performance data, and easily work with your Wealth Advisor to help guide, grow, and protect your wealth. Through goal-based investing we add value by assisting our clients secure the life they want to live, guiding them through various types of life events and market environments.
What’s New
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
App Privacy
The developer, Beacon Harbor Wealth Advisors, Inc., 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
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Beacon Harbor Wealth Advisors, Inc.
- Size
- 35.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 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.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Beacon Harbor Wealth Advisors, Inc.
- Price
- Free