# Beacon Pointe

> Beacon Pointe (iPhone/iPad app by Beacon Pointe.)

- Source: https://appshunter.io/ios/app/beacon-pointe/id1513655610 (this page in markdown: same URL + `.md`)
- Developer: [Beacon Pointe](https://appshunter.io/developer/1513655609)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2020-07-08
- Data updated: 2026-06-04
- User reviews in markdown: https://appshunter.io/ios/app/beacon-pointe/id1513655610/reviews.md

## What is Beacon Pointe?

Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app.

TOP FEATURES
• A personalized, interactive dashboard that displays your complete financial picture.
• A document vault for securely storing, sending and receiving files with your wealth advisor.
• Dynamic reports with current investment information.
• Budgeting tools, and more.


## Version history (last 2 releases)

### 2.0.1069209 — 2023-03-22

Updated features and removed bugs.

### 2.0.645849 — 2020-07-08

No release notes.

## Apps similar to Beacon Pointe

| App | Rating | Price | Category |
| --- | --- | --- | --- |
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| [Envestnet Client View](https://appshunter.io/ios/app/envestnet-client-view/id6463820940) | 3.9 (11) | Free | Finance |
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| [Carta - Manage Your Equity](https://appshunter.io/ios/app/carta-manage-your-equity/id1137735263) | 4.8 (9,064) | Free | Finance |
| [Client Access](https://appshunter.io/ios/app/client-access/id583365721) | 4.0 (152) | Free | Finance |

## More apps by Beacon Pointe

- [Beacon Pointe Events](https://appshunter.io/ios/app/beacon-pointe-events/id6463457829)
- [Beacon Pointe Advisors](https://appshunter.io/ios/app/beacon-pointe-advisors/id6752405006)

All apps by Beacon Pointe: https://appshunter.io/developer/1513655609

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*