# Procyon > Secure client portal for wealth management, portfolio tracking, and financial document access. (iPhone/iPad app by Procyon Partners, LLC.) - Source: https://appshunter.io/ios/app/procyon/id1555085418 (this page in markdown: same URL + `.md`) - Developer: [Procyon Partners, LLC](https://appshunter.io/developer/1523306375) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 12.4 · 139 MB - Languages: English - Released: 2021-03-06 - Data updated: 2026-06-22 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/procyon/id1555085418/reviews.md ## What is Procyon? The Procyon app provides mobile access to portal information for Procyon clients and an introduction to the firm for those interested in learning more. Clients can securely view account information, portfolio data, transactions, and documents, as well as access contact details for their Procyon advisory team. Individuals who are not yet clients can use the app to learn about Procyon and inquire about becoming a client. Key Features Dashboard Summary View a summary of financial accounts, including total values and recent activity. (Available to Procyon clients with portal access.) Allocation & Performance Review asset allocation and portfolio performance over time. Transactions Track recent transactions and account activity. Vault Access the Vault, a secure document center for reports, statements, and other financial documents. Financial Team View contact information for your Procyon advisory team. Learn About Procyon Learn about Procyon’s services and approach and inquire about becoming a client. Mobile Experience Designed for use across mobile phones and tablets. Security Built on institutional-grade portfolio reporting technology with strong security controls to help protect your data. For Procyon Clients This app serves as a mobile extension of Procyon’s client portal. Access to account data requires an existing Procyon client account and login credentials. For Prospective Clients Interested in working with Procyon? Use the app to learn more about the firm and request additional information through Procyon’s website. About Procyon Procyon is a fiduciary wealth management firm providing investment management and advisory services to individuals, families, and institutions. Website: https://www.procyon.net Contact Us To learn more about Procyon or to inquire about becoming a client, visit: https://procyon.net/contact-us/ Existing clients may also contact their advisory team through the app. ## Key features - Dashboard summary of accounts - Portfolio allocation and performance - Transaction tracking - Secure document vault - Advisory team contact information - Information for prospective clients ## Frequently asked questions about Procyon ### 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. ## Version history (last 5 releases) ### 1.96 — 2026-06-13 • Login Security Enhancements • Performance Improvements • Bug Fixes ### 1.95 — 2026-05-04 • User login enhancements • Performance Enhancements • Bug Fixes ### 1.94 — 2026-03-10 • User login enhancements • Performance Enhancements • Bug Fixes ### 1.93 — 2026-01-17 • Updated vault experience • Performance Enhancements • Bug Fixes ### 1.92.1 — 2025-12-22 • Performance Enhancements • Bug Fixes ## Apps similar to Procyon | App | Rating | Price | Category | | --- | --- | --- | --- | | [CMC Interactive, LLC](https://appshunter.io/ios/app/cmc-interactive-llc/id1591036767) | 1.4 (7) | Free | Finance | | [IDB Access](https://appshunter.io/ios/app/idb-access/id1458645517) | 3.0 (2) | Free | Finance | | [Chain Bridge Bank, N.A.](https://appshunter.io/ios/app/chain-bridge-bank-na/id1503011442) | 4.9 (410) | Free | Finance | | [MONECO Mobile](https://appshunter.io/ios/app/moneco-mobile/id1259452840) | — | Free | Finance | | [Mars Markets](https://appshunter.io/ios/app/mars-markets/id6736638071) | 5.0 (8) | Free | Finance | | [Bancovinet](https://appshunter.io/ios/app/bancovinet/id1524741720) | 5.0 (1) | 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 2026-06-22.*