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This Mobile App is for clients of Syntegra Private Wealth Group. This is your Client Portal to view your portfolio values and allocations, privately shared documents, and contact information for your advisor.
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What's New in Syntegra Mobile
5.17.0
January 28, 2025
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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