Procyon

The Procyon app provides mobile access to portal information for Procyon clients and an introduction to the firm for those interested in learning more.

Clients can securely view account information, portfolio data, transactions, and documents, as well as access contact details for their Procyon advisory team. Individuals who are not yet clients can use the app to learn about Procyon and inquire about becoming a client.

Key Features

Dashboard Summary

View a summary of financial accounts, including total values and recent activity. (Available to Procyon clients with portal access.)

Allocation & Performance

Review asset allocation and portfolio performance over time.

Transactions

Track recent transactions and account activity.

Vault

Access the Vault, a secure document center for reports, statements, and other financial documents.

Financial Team

View contact information for your Procyon advisory team.

Learn About Procyon

Learn about Procyon’s services and approach and inquire about becoming a client.

Mobile Experience

Designed for use across mobile phones and tablets.

Security

Built on institutional-grade portfolio reporting technology with strong security controls to help protect your data.

For Procyon Clients

This app serves as a mobile extension of Procyon’s client portal. Access to account data requires an existing Procyon client account and login credentials.

For Prospective Clients

Interested in working with Procyon? Use the app to learn more about the firm and request additional information through Procyon’s website.

About Procyon

Procyon is a fiduciary wealth management firm providing investment management and advisory services to individuals, families, and institutions.

Website: https://www.procyon.net

Contact Us

To learn more about Procyon or to inquire about becoming a client, visit: https://procyon.net/contact-us/

Existing clients may also contact their advisory team through the app.