Bloom Advisors Client Portal
Bloom Advisors Finance iPhoneiPadiPod touch
Bloom Advisors Client Portal is a free Finance app for iPhone and iPad by Bloom Advisors. Rated 5.0/5 from 1 ratings. Requires iOS 15.5.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 143 MB
- Age 4+
- Updated
- Oct 31
- 2026 · v1.99
Screenshots
About Bloom Advisors Client Portal
The Bloom Advisors Mobile phone application provides authorized clients with access to portfolio data in a simple, elegant interface. Only authorized clients have access. If you would like to request access, please contact your primary contact at Bloom Advisors.
What’s new
Version 1.99 · Updated October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
App privacy
The developer, Bloom Advisors, reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data: Product Interaction
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:
- Diagnostics: Crash Data
Used for: App Functionality
Alternatives to Bloom Advisors Client Portal
Looking for apps like Bloom Advisors Client Portal? Here are 6 similar apps on the App Store. The highest rated is Madison Credit Union (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Bloom Advisors Client Portal | 5.0 / 5 (1 rating) | Free | October 31, 2026 | |
| Construction Federal CU Mobile | 4.8 / 5 (13) | Free | Dec 9, 2024 | Compare |
| Union Federal Mobile Banking | 4.8 / 5 (83) | Free | Jun 10, 2026 | Compare |
| Madison Credit Union | 5.0 / 5 (3) | Free | Oct 12, 2026 | Compare |
| Capitol Bank Mobile Banking | 4.7 / 5 (172) | Free | Oct 22, 2026 | Compare |
| Oxford Bank Mobile | 4.8 / 5 (928) | Free | Nov 11, 2026 | Compare |
| United Bank & Trust Mobile App | 4.8 / 5 (551) | Free | Mar 3, 2026 | Compare |