Procyon
Finance
Free
The Procyon app provides mobile access to portal information for Procyon clients and an introduction to the firm for those interested in learning more.
Clients can securely view account information, portfolio data, transactions, and documents, as well as access contact details for their Procyon advisory team. Individuals who are not yet clients can use the app to learn about Procyon and inquire about becoming a client.
Key Features
Dashboard Summary
View a summary of financial accounts, including total values and recent activity.
(Available to Procyon clients with portal access.)
Allocation & Performance
Review asset allocation and portfolio performance over time.
Transactions
Track recent transactions and account activity.
Vault
Access the Vault, a secure document center for reports, statements, and other financial documents.
Financial Team
View contact information for your Procyon advisory team.
Learn About Procyon
Learn about Procyon’s services and approach and inquire about becoming a client.
Mobile Experience
Designed for use across mobile phones and tablets.
Security
Built on institutional-grade portfolio reporting technology with strong security controls to help protect your data.
For Procyon Clients
This app serves as a mobile extension of Procyon’s client portal. Access to account data requires an existing Procyon client account and login credentials.
For Prospective Clients
Interested in working with Procyon?
Use the app to learn more about the firm and request additional information through Procyon’s website.
About Procyon
Procyon is a fiduciary wealth management firm providing investment management and advisory services to individuals, families, and institutions.
Website: https://www.procyon.net
Contact Us
To learn more about Procyon or to inquire about becoming a client, visit: https://procyon.net/contact-us/
Existing clients may also contact their advisory team through the app.
Ratings & Reviews
• User login enhancements
• Performance Enhancements
• Bug Fixes
The developer, Procyon Partners, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Procyon Partners, LLC
- Size
- 145.5 MB
- Category
- Finance
- Compatibility
Requires iOS 12.4 or later.
- iPhone
Requires iOS 12.4 or later. - iPad
Requires iPadOS 12.4 or later. - iPod touch
Requires iOS 12.4 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © Black Diamond Wealth Platform