Sentinel Client Portal
Sentinel Wealth Tax Naples FL
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Sentinel Client Portal gives Sentinel Wealth & Tax clients a secure mobile hub for working with their advisory team.
Use the app to send and receive secure messages, upload documents, review requests, and stay connected with your advisor throughout tax planning, retirement planning, and ongoing financial work.
This app is intended for current Sentinel Wealth & Tax clients. Access requires an active client portal account.
Updated UI plus bug fixes.
The developer, Tee Rival 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:
- Financial Info
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- TeeRival Inc
- Size
- 15.5 MB
- Category
- Business
- 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 TeeRival Inc.