# SYM Financial Advisors

> SYM Financial Advisors (iPhone/iPad app by SYM Financial Advisors.)

- Source: https://appshunter.io/ios/app/sym-financial-advisors/id1129952318 (this page in markdown: same URL + `.md`)
- Developer: [SYM Financial Advisors](https://appshunter.io/developer/1403562279)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2016-10-28
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/sym-financial-advisors/id1129952318/reviews.md

## What is SYM Financial Advisors?

See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!


## Version history (last 5 releases)

### 2.0.937061 — 2022-03-01

See your complete financial picture and interact with your financial advisor.

### 2.0.2160 — 2018-10-20

Bug fixes and stability improvements

### 2.0.1 — 2018-06-29

Bug fixes and performance improvements
•Updated app name to comply with Apple’s new shorter name requirements
•Updated the app logo
•Updated screenshots

### 2.0 — 2018-02-26

See your complete financial picture and interact with your financial advisor

### 1.6 — 2017-05-01

To further protect your data, we have substantially improved security around the process for resetting passwords for access to the portal.  Now, when you reset your password, you will receive a secure link that expires 24 hours after the link is generated.

## Apps similar to SYM Financial Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [VIDA Private Wealth](https://appshunter.io/ios/app/vida-private-wealth/id6466274830) | — | Free | Finance |
| [OJM Group](https://appshunter.io/ios/app/ojm-group/id1480771266) | 5.0 (2) | Free | Finance |
| [Jackson Hole Capital Partners](https://appshunter.io/ios/app/jackson-hole-capital-partners/id1550635916) | — | Free | Finance |
| [Three Bearings FA](https://appshunter.io/ios/app/three-bearings-fa/id1418655770) | — | Free | Finance |
| [TFC Financial Management](https://appshunter.io/ios/app/tfc-financial-management/id1380470550) | — | Free | Finance |
| [Clune & Associates](https://appshunter.io/ios/app/clune-and-associates/id1484396163) | — | Free | Finance |

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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 2026-05-17.*