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Screenshots

  • Quantum Portal screenshot 1
  • Quantum Portal screenshot 2
  • Quantum Portal screenshot 3
  • Quantum Portal screenshot 4

About Quantum Portal

The Quantum Financial Advisors mobile application allows current Quantum clients to view account balances and performance, as well as view copies of our quarterly statements. To become a Quantum client, visit quantumadvisors.com.

What’s new

Version 5.19.0 · Updated May 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Quantum Financial Advisors, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

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
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

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