
Free
Rating summary
About
The IronBridge Private Wealth client app provides a comprehensive and detailed view of your investments and financial plan. This easy-to-navigate app allows customization so you can prioritize the data most important to you.
Within the app you can view many reports, including:
- Performance
- Allocation
- Allocation Over Time
- Financial Plan Score
- Private Investments
- Real Estate Holdings
- Statistical Analysis
- Link outside accounts
- Many more…
Download the app today and regain confidence in your wealth management team.
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What's New in IronBridge Client Portal
23.0.0
October 16, 2026
Bug fixes and enhancements

