CacheTech
CacheTech Advisor Solutions
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Your wealth management dashboard, now in your pocket. View portfolios, track markets, and access documents securely - all from one app
Cachetech is a secure mobile platform built for financial advisors and their clients. Access your wealth management dashboard anytime, anywhere.
KEY FEATURES
Portfolio Overview
View all your household accounts, holdings, and real-time portfolio performance at a glance. Monitor asset allocation and track investment growth across multiple accounts.
Transaction History
Browse, search, and sort transactions by date or value. Filter by account to quickly find what you need.
Market Data & Watchlist
Track your favorite tickers with live price changes. View market movers and manage a personalized watchlist to stay on top of market trends.
Secure Document Vault
View and download financial documents directly within the app. Statements, reports, and shared files are accessible in a built-in viewer — nothing opens in an external browser, and documents are never accessible after you sign out.
Multi-Firm Support
Cachetech supports multiple advisory firms under one app. Sign in with your firm-specific credentials — no manual firm selection needed. The app automatically identifies your account.
Offline Awareness
A connectivity banner instantly alerts you if your internet connection drops, so you always know the status of your data.
Security
- Authentication powered by AWS Cognito
- Session tokens with automatic refresh
- Documents accessible only while signed in
- No sensitive data stored on device after sign out
BUILT FOR ADVISORS AND CLIENTS
Whether you're an advisor managing multiple households or a client checking your portfolio, Cachetech gives you the tools you need in a clean, intuitive interface.
Requires an active Cachetech account. Contact your financial advisor or visit cachetech.io to learn more.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Bug Fixes
The developer, Awa Technologies, 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
- Awa Technologies, LLC
- Size
- 21.3 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Cachetech Advisor Solutions