About
Access your financial accounts, portfolio data, and important documents securely. Learn about wealth management services and connect with your advisory team. Designed for both existing clients and those interested in becoming one.
What's New in Procyon
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreFAQ
What can I do with Procyon?
Procyon allows clients to view account summaries, portfolio performance, transactions, and access financial documents. Prospective clients can learn about Procyon's services and inquire about becoming a client.
Is Procyon secure?
Yes, Procyon is built on institutional-grade portfolio reporting technology with strong security controls designed to protect your data.
What devices does Procyon support?
Procyon is designed for use across mobile phones and tablets, specifically supporting iPhone, iPad, and iPod devices.
How often is Procyon updated?
The latest version of Procyon is 1.95, and it was last updated on May 4, 2026, indicating regular maintenance and updates.
Can I access Procyon offline?
The provided information does not specify offline access capabilities for Procyon. It is designed as a mobile extension of the client portal, suggesting an internet connection is likely required.
What is the age rating for Procyon?
Procyon has an age rating of 4+, making it suitable for a wide range of users.
Does Procyon have ads?
No, Procyon does not contain advertisements, as indicated by the 'hasAds' flag being false.
How do I contact my advisory team through Procyon?
Existing clients can view contact information for their Procyon advisory team directly within the app.
