Beacon Financial Advisors

Beacon Financial Advisors, Inc. Finance iPhoneiPadiPod touch

Beacon Financial Advisors is a free Finance app for iPhone and iPad by Beacon Financial Advisors, Inc. Rated 5.0/5 from 1 ratings. Requires iOS 13.4.

Rating: 5.0; 1 ratings
Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 10; 2024 · v5.14.0

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About Beacon Financial Advisors

The mobile app for clients of Beacon Financial Advisors in Rye Brook, NY. View your account values, investment holdings, portfolio activity, and monthly statements all on your smartphone.

What’s new

Version 5.14.0 · Updated September 10, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

App privacy

The developer, Beacon Financial Advisors, Inc., reported these privacy practices to Apple.

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Usage Data: Product Interaction
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Beacon Financial Advisors is a free Finance app for iPhone, iPad and iPod touch, developed by Beacon Financial Advisors, Inc. It is rated 5.0 out of 5 from 1 ratings on the App Store, requires iOS 13.4 or later and is 38 MB to download. It was first released on July 23, 2018 and last updated on September 10, 2024.

Category: Finance
Rating: 5.0 / 5 (1 rating)
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: July 23, 2018
Last updated: September 10, 2024
Developer: Beacon Financial Advisors, Inc.

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Alternatives to Beacon Financial Advisors

Looking for apps like Beacon Financial Advisors? Here are 6 similar apps on the App Store. The highest rated is Beacon Financial CU (4.9/5), and all 6 are free to download.

Beacon Financial Advisors vs. alternatives
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