Procyon vs Compound Planning

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.

Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to find. Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money. If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone. If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts. Key features: → 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more. → Net Worth Monitoring: Your personal balance sheet updates automatically as account values change. → Document Vault: Store your financial, tax, and estate documents in one secure place. → Full Visibility: Every account, every holding, every liability — clearly organized. → Bank-Level Security: Your data is encrypted and protected at every step. The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times. Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser. Learn more at https://compoundplanning.com Disclosures: https://legal.compoundplanning.com/ Terms of Service: https://legal.compoundplanning.com/terms-of-service Privacy Policy: https://legal.compoundplanning.com/privacy-policy Compound currently supports US financial institutions.