Beacon Pointe Advisors

Beacon Pointe Advisors
Developer: Beacon Pointe
Category: Finance
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Beacon Pointe Advisors Summary

Beacon Pointe Advisors is a mobile iOS app in Finance by Beacon Pointe. Released in Sep 2025 (6 months ago). Store metadata: updated Jan 25, 2026.

Store info: Last updated on App Store on Jan 25, 2026 .

SDKs, Trackers & Permissions

App not yet scanned for SDKs.

App Details
Store ID: 6752405006
First Released: 2025-09-17
Store Last Updated: 2026-01-25
In-App Purchases: No
Ads: No
Website: envestnet.com
App Store
Crawl Status: Success
AppGoblin First Crawled: 2025-12-05
AppGoblin Last Crawled: 2026-03-18
Ads & App-Ads.txt
App does not have ads.
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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.