Free
Rating summary
About
The Bison Wealth client portal allows you to easily view your portfolio values, allocations and easily contact your advisor.
What's New in Bison Wealth
5.23.0
July 18, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
More
