Beacon Pointe

Beacon Pointe
Developer: Beacon Pointe
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Beacon Pointe Summary

Beacon Pointe is a free iOS app in Finance by Beacon Pointe. Released in Jul 2020 (6 years ago). Store last updated Mar 22, 2023

Beacon Pointe SDKs Summary

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App Details

Store ID: 1513655610
First Released: 2020-07-08
Store Last Updated: 2023-03-22
App Store Category: Finance
In-App Purchases: No
Ads: No
Price: Paid
Website: beaconpointe.com

App Store

Crawl Status: Success
AppGoblin First Crawled: 2025-04-04
AppGoblin Last Crawled: 2026-08-28

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Screenshots

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App Description

Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app.

TOP FEATURES
• A personalized, interactive dashboard that displays your complete financial picture.
• A document vault for securely storing, sending and receiving files with your wealth advisor.
• Dynamic reports with current investment information.
• Budgeting tools, and more.