Barry Investment Advisors
BIA
Free · Designed for iPad
Navigate your financial journey with ease using the Barry Investment Advisors app, a mobile client portal that provides instant access to your portfolio and relevant resources.
The app offers a user-friendly platform that allows clients to access their investment portfolio and stay informed with timely content on market trends and financial planning topics.
Barry Investment Advisors Features for Clients:
• View Barry Investment Advisors newsfeed
• Attend scheduled Zoom calls with your team
• Access your Wealth Management Portal
• View your investment portfolio performance reports
• Communicate directly with your team via Direct Messenger
• Gain insights into the market and various financial planning topics curated by Barry Investment Advisors
• View Barry Investment Advisors Blog Posts, Newsletters and Podcasts with a single click
• Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team
• Invite your family and friends to gain knowledge from professionals you trust
Ratings & Reviews
Minor bug Fixes
The developer, Barry Investment Advisors, 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
- Barry Investment Advisors, LLC
- Size
- 44.3 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © barryinvestmentadvisors