Sentinel Client Portal

Sentinel Client Portal

Sentinel Wealth Tax Naples FL

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Free

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Details

  • Released
  • Updated
  • May 26, 2026
  • May 29, 2026

Features

Sentinel Client Portal screenshot #1 for iPhone
Sentinel Client Portal screenshot #2 for iPhone
Sentinel Client Portal screenshot #3 for iPhone
Sentinel Client Portal screenshot #4 for iPhone
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About

Sentinel Client Portal gives Sentinel Wealth & Tax clients a secure mobile hub for working with their advisory team. Use the app to send and receive secure messages, upload documents, review requests, and stay connected with your advisor throughout tax planning, retirement planning, and ongoing financial work. This app is intended for current Sentinel Wealth & Tax clients. Access requires an active client portal account.
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What's New in Sentinel Client Portal

1.0.3

May 29, 2026

Added notification support for staff and clients.

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