# ProCore Advisors

> Consolidated financial account viewing and management for clients and wealth advisors. (iPhone/iPad app by GeoWealth Management, LLC.)

- Source: https://appshunter.io/ios/app/procore-advisors/id1292403653 (this page in markdown: same URL + `.md`)
- Developer: [GeoWealth Management, LLC](https://appshunter.io/developer/1230133284)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 10.0 · 20 MB
- Languages: English
- Released: 2017-10-10
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/procore-advisors/id1292403653/reviews.md

## What is ProCore Advisors?

ProCore Advisors’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors.

For our clients, the app lets you:
   • View your accounts in a consolidated manner
   • See up-to-date performance returns and holdings on the household, account and portfolio levels
   • Access to your document vault where quarterly statements and other important documents reside
   • Household allocation by asset class
   • Details and Contact Information for ProCore Advisors and your Wealth Advisor
   • And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
   • Search within your clients and see a consolidated view of accounts, portfolios, and holdings
   • Review your upcoming CRM calendar as a whole or by client.

Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

This application is free to download.

## Key features

- Consolidated account viewing
- Up-to-date performance returns
- Access to document vault
- Household allocation by asset class
- Advisor contact information
- CRM calendar for advisors

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/procore-advisors/id1292403653/reviews.md

### 5/5 — Love it

*2020-08-24, version 2.0.7*

Great app. Love checking my finances from my phone.

## Frequently asked questions about ProCore Advisors

### What can clients do with ProCore Advisors?

Clients can view their accounts in a consolidated manner, see up-to-date performance returns and holdings, access their document vault for statements, and view household allocation by asset class. They can also find details and contact information for ProCore Advisors and their assigned Wealth Advisor.

### What features are available for Wealth Advisors in ProCore Advisors?

Wealth Advisors can search within their clients, see a consolidated view of accounts, portfolios, and holdings, and review their upcoming CRM calendar either as a whole or by client. The app is enhanced for both clients and advisors.

### How do I log in to ProCore Advisors?

Clients can use the same login and password that they set up for the online client portal. If you haven't set up online client portal access or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

### Is ProCore Advisors secure?

While specific security measures are not detailed, the app allows clients to use their existing secure login credentials from the online client portal, suggesting a focus on account security. For detailed security protocols, it's best to consult with your Wealth Advisor.

### What devices does ProCore Advisors support?

ProCore Advisors is available on iPhone, iPad, iPod, and Apple Watch, offering a comprehensive experience across multiple Apple devices. This ensures users can access their financial information conveniently.

### How often is ProCore Advisors updated?

The latest version of ProCore Advisors is 3.3.1, which was last updated on September 30, 2020. While this indicates a past update, users should check the app store for the most recent release information and potential new features or improvements.

### What is the user sentiment for ProCore Advisors?

ProCore Advisors has received an average rating of 5.0 stars from 3 ratings. This indicates a very positive reception from its current user base, suggesting high satisfaction with its features and performance.

### Does ProCore Advisors have ads?

The provided data does not indicate that ProCore Advisors contains advertisements. It is described as free to download and does not mention any ad-supported features.

## Version history (last 1 release)

### 3.3.1 — 2020-09-30

Multi Factor Authentication (MFA) and UI improvements

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All apps by GeoWealth Management, LLC: https://appshunter.io/developer/1230133284

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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 2026-06-10.*