Focus Partners Wealth

Finance

Free · Designed for iPad

The Focus Partners Wealth Client Portal helps keep you connected to your wealth advisor and your financial life—anytime, anywhere. View accounts, message your team, exchange documents securely, stay on top of tasks, and monitor the progress of your long-term plan in one trusted place. Key Features: · Log in to view account information · Direct messaging with your advisory team · Secure document exchange · Shared tasks and reminders to stay organized · Timely market news and financial insights · Track progress toward your goals over time Download the Client Portal for a simple, secure way to collaborate with your advisor and stay confident in your financial future. Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Bug fixes and Enhancements

Version 1.1

The developer, Buckingham Strategic Wealth, 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.

    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
      • Buckingham Strategic Wealth
    • Size
      • 68.7 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 17.0 or later.
      • iPhone
        Requires iOS 17.0 or later.
      • iPad
        Requires iPadOS 17.0 or later.
      • Mac
        Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Age Rating
      4+
    • Copyright
      • ©2025 Focus Partners Wealth. All rights reserved.
  • Developer Website
  • Privacy Policy

    • More by Buckingham Strategic Wealth

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