Features & Capabilities

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES • Interactive dashboard showing your complete financial picture. • Dynamic reports with current investment information. • Balance sheet with linked account reporting to view all your assets in one place. • Document vault for securely viewing files from your wealth advisor. • Advisor access to your personalized reporting. • And more!

User Growth & Download Statistics

App
By:
Sequoia Financial Advisors, LLC
Rating:
1.00
(1)
Version:
10.4.0 Last updated: 2025-11-25
Version code:
880057121
Creation date:
2023-10-31
Compatible devices:
Size:
38.17MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-05
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Sequoia Financial Advisors, LLC
Apple Apps Store
https://apps.apple.com/us/app/sequoia-connect/id6470817000
Website:
https://www.sequoia-financial.com/client-portal

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