Features & Capabilities

A secure digital platform that gives clients real-time access to their financial accounts, allowing them to view current balances and historical account activity, track portfolio performance across multiple asset classes, monitor individual holdings and their allocation percentages, review transaction history including deposits, withdrawals, dividends, and trades, generate or download account statements and tax documents, and communicate directly with their financial advisor. The platform consolidates accounts held across different custodians or account types — such as IRAs, brokerage accounts, and retirement plans — into a single dashboard, providing a comprehensive view of one's overall financial picture.

User Growth & Download Statistics

App
By:
Strategence Capital, LLC
Rating:
5.00
(1)
Version:
5.22.2 Last updated: 2026-03-10
Version code:
883074931
Creation date:
2026-03-10
Compatible devices:
Size:
60.65MB
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-07
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:
Strategence Capital, LLC
Apple Apps Store
https://apps.apple.com/us/app/stratcap/id6760149006
Website:
https://strategencecapital.com/

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