Beacon Pointe
Beacon Pointe Summary
Beacon Pointe is a free Android app in Finance by Beacon Pointe. Released in Jul 2020 (6 years ago). It has about 272+ installs Based on AppGoblin estimates, it reaches roughly 23 monthly active users . Store last updated Aug 2, 2024
Beacon Pointe SDKs Summary
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App Description
See your complete financial picture and interact with your financial advisor.
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.