Securely connect with your financial advisory team. Send and receive messages, upload documents, and manage financial planning tasks on the go. Requires an active client portal account.
1.0.5
September 26, 2026
Updated UI plus bug fixes.
Sentinel Client Portal is a secure mobile application designed for Sentinel Wealth & Tax clients to communicate with their advisory team, upload documents, and manage financial planning tasks.
This application is exclusively for current Sentinel Wealth & Tax clients. Access is granted only to individuals with an active client portal account.
Yes, Sentinel Client Portal is available for free download and use. There are no associated costs for accessing the application itself.
Sentinel Client Portal is currently supported on iPhone and iPod devices, allowing clients to manage their financial interactions on the go.
The application was last updated on September 26, 2026, with version 1.0.5. Updates ensure continued functionality and security for users.
You can manage tax planning, retirement planning, and ongoing financial work. The app facilitates communication and document sharing related to these services.
No, Sentinel Client Portal does not contain advertisements. The app is designed to provide a focused and secure user experience for financial management.
Sentinel Client Portal has a rating of 1.0 stars based on 1 review. This indicates a limited number of user experiences have been recorded so far.
