SCS Client Portal

SCS Client Portal iOS app gives you a clear, complete view of your portfolio - right from your iPhone or iPad. Securely access your investment information, explore detailed dashboards, review files, and stay connected to your financial picture anytime, anywhere.

Key Features:

• Comprehensive Portfolio View​ Instantly see your full portfolio with intuitive summaries, key metrics, and consolidated insights.

• Deep-Dive Analytics Explore detailed dashboards across allocation, holdings, portfolio changes, and more.​

• Secure Document Center Access, filter, download, and upload important files - including quarterly statements, letters, and reports.

• Personalized Experience Switch easily between multiple portfolios or entities, customize light/dark mode, and tailor your display preferences.

• Privacy & Security at the Core Protect your account with industry standard encryption, multifactor authentication, and built-in security features.

Whether you’re tracking your portfolio’s value, preparing for a meeting, or simply staying informed, the SCS Client Portal app helps you oversee your wealth with clarity and confidence.​

*Screens shown use sample data to depict typical app experience and are subject to change. Please read disclosures for important information.