CacheTech

Your wealth management dashboard, now in your pocket. View portfolios, track markets, and access documents securely - all from one app

Cachetech is a secure mobile platform built for financial advisors and their clients. Access your wealth management dashboard anytime, anywhere.

KEY FEATURES

Portfolio Overview View all your household accounts, holdings, and real-time portfolio performance at a glance. Monitor asset allocation and track investment growth across multiple accounts.

Transaction History Browse, search, and sort transactions by date or value. Filter by account to quickly find what you need.

Market Data & Watchlist Track your favorite tickers with live price changes. View market movers and manage a personalized watchlist to stay on top of market trends.

Secure Document Vault View and download financial documents directly within the app. Statements, reports, and shared files are accessible in a built-in viewer — nothing opens in an external browser, and documents are never accessible after you sign out.

Multi-Firm Support Cachetech supports multiple advisory firms under one app. Sign in with your firm-specific credentials — no manual firm selection needed. The app automatically identifies your account.

Offline Awareness A connectivity banner instantly alerts you if your internet connection drops, so you always know the status of your data.

Security

• Authentication powered by AWS Cognito
• Session tokens with automatic refresh
• Documents accessible only while signed in
• No sensitive data stored on device after sign out

BUILT FOR ADVISORS AND CLIENTS Whether you're an advisor managing multiple households or a client checking your portfolio, Cachetech gives you the tools you need in a clean, intuitive interface.

Requires an active Cachetech account. Contact your financial advisor or visit cachetech.io to learn more.