# Client Central 2.0

> Financial dashboard, document vault, reports, and budgeting tools in a secure platform. (iPhone/iPad app by Central Bancompany, Inc.)

- Source: https://appshunter.io/ios/app/client-central-20/id1558731430 (this page in markdown: same URL + `.md`)
- Developer: [Central Bancompany, Inc](https://appshunter.io/developer/945461947)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 67 MB
- Released: 2021-05-28
- Data updated: 2026-07-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/client-central-20/id1558731430/reviews.md

## What is Client Central 2.0?

The Client Central 2.0 mobile app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use platform.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• Trade activity and transactions.
• And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Trade activity tracking
- Budgeting tools


## Frequently asked questions about Client Central 2.0

### What is the security like for Client Central 2.0?

Client Central 2.0 is designed as a secure and easy-to-use platform for managing your financial information. It provides a secure document vault for viewing sensitive files from your wealth advisor.

### What kind of financial information can I see in Client Central 2.0?

The app offers an interactive dashboard showing your complete financial picture, dynamic reports with current investment information, and trade activity and transactions.

### Can I use Client Central 2.0 for budgeting?

Yes, Client Central 2.0 includes budgeting tools to help you manage your finances. It aims to provide a comprehensive overview of your financial health.

### What devices does Client Central 2.0 support?

Client Central 2.0 is available for iPhone and iPad devices. It is designed to provide a seamless experience across these platforms.

### How often is Client Central 2.0 updated?

The latest version of Client Central 2.0 is 2.0.808373, which was released on May 28, 2021. Further update frequency information is not provided.

### What is the age rating for Client Central 2.0?

Client Central 2.0 has an age rating of 17+. This indicates it is intended for mature audiences due to its financial management and reporting features.

### Does Client Central 2.0 have ads?

No, Client Central 2.0 does not contain advertisements. The app is designed to provide a clean and focused user experience for financial management.

### What are the benefits of using the document vault in Client Central 2.0?

The document vault allows you to securely view important files shared by your wealth advisor. This ensures your sensitive financial documents are accessible and protected within the app.

## Version history (last 1 release)

### 2.0.808373 — 2021-05-28

No release notes.

## Apps similar to Client Central 2.0

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Cresta Advisors](https://appshunter.io/ios/app/cresta-advisors/id1444783414) | 5.0 (2) | Free | Finance |
| [HBKS Wealth](https://appshunter.io/ios/app/hbks-wealth/id6738664244) | 3.0 (2) | Free | Finance |
| [Klingman & Associates](https://appshunter.io/ios/app/klingman-and-associates/id1412154571) | — | Free | Finance |
| [HFG Trust Portal](https://appshunter.io/ios/app/hfg-trust-portal/id6747777014) | — | Free | Finance |
| [Spinnaker Client (Legacy)](https://appshunter.io/ios/app/spinnaker-client-legacy/id1474692422) | — | Free | Finance |
| [Canal Capital Management](https://appshunter.io/ios/app/canal-capital-management/id1589084991) | — | Free | Finance |

## More apps by Central Bancompany, Inc

- [Central Bank - Mobile](https://appshunter.io/ios/app/central-bank-mobile/id411454292)
- [Jefferson Bank - Mobile](https://appshunter.io/ios/app/jefferson-bank-mobile/id424067435)
- [HSA Central](https://appshunter.io/ios/app/hsa-central/id1451867253)
- [Bank Central - Colorado](https://appshunter.io/ios/app/bank-central-colorado/id1506959356)
- [You're Home from Central Bank](https://appshunter.io/ios/app/youre-home-from-central-bank/id1631846424)

All apps by Central Bancompany, Inc: https://appshunter.io/developer/945461947

## Related topics

[client central](https://appshunter.io/ios/topics/client-central)

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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 2026-07-04.*