# HoyleCohen Client Portal

> HoyleCohen Client Portal (iPhone/iPad app by HoyleCohen, LLC.)

- Source: https://appshunter.io/ios/app/hoylecohen-client-portal/id945854115 (this page in markdown: same URL + `.md`)
- Developer: [HoyleCohen, LLC](https://appshunter.io/developer/1451748225)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2014-12-30
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/hoylecohen-client-portal/id945854115/reviews.md

## What is HoyleCohen Client Portal?

This 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 mobile app.

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!


## Version history (last 5 releases)

### 2.0.1005109 — 2022-09-07

Updated features and removed bugs.

### 2.0.989958 — 2022-07-29

Updated features and removed bugs.

### 2.0.952120 — 2022-03-30

Updated features and removed bugs.

### 2.0.395329 — 2019-02-22

Bug fixes and performance improvements.
•Updated app name to comply with Apple’s new shorter name requirements
•Updated the app logo
•Updated screenshots

### 2.0 — 2018-02-27

See your complete financial picture and interact with your financial advisor

## Apps similar to HoyleCohen Client Portal

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Modera Wealth Management, LLC](https://appshunter.io/ios/app/modera-wealth-management-llc/id1521527445) | — | Free | Finance |
| [TCI Wealth Advisors, Inc.](https://appshunter.io/ios/app/tci-wealth-advisors-inc/id1465998700) | — | Free | Finance |
| [Integra – Wealth Enhancement](https://appshunter.io/ios/app/integra-wealth-enhancement/id1401475529) | — | Free | Finance |
| [Sittner & Nelson Client Portal](https://appshunter.io/ios/app/sittner-and-nelson-client-portal/id1535082953) | — | Free | Finance |
| [Seneschal Family Office](https://appshunter.io/ios/app/seneschal-family-office/id1529194960) | — | Free | Finance |
| [MONTAG Wealth Management](https://appshunter.io/ios/app/montag-wealth-management/id1602567972) | — | Free | Finance |

---

*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 2026-05-19.*