Coppertree Financial Planning
Finance
Free · Designed for iPad. Not verified for macOS.
Our customized client app, is designed to give you a seamless, branded experience when managing your financial life. Through the app, you can:
- View your accounts anytime, anywhere – Securely access your investment portfolio, balances, and performance.
- Track progress toward goals – See how your plan is aligned with your long-term objectives.
- Stay connected – Communicate directly with our team and receive updates in a private, secure environment.
- All in one place – From documents to performance reporting, everything you need is available under our firm’s trusted brand.
With the reliability of Advyzon technology and the personal touch of Coppertree Financial Planning, the app puts your financial picture at your fingertips—delivered in a way that feels uniquely ours.
The developer, Uptick Partners, 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
- Uptick Partners, LLC
- Size
- 383 KB
- Category
- Finance
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPad
Requires iPadOS 12.0 or later. - iPod touch
Requires iOS 12.0 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Copyright 2025 yHLsoft Inc. All Rights Reserved