Procyon vs PUREfi Wealth

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.

The PUREfi Wealth mobile application enables authorized PUREfi clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a PUREfi client that has been authorized for the mobile application. If you would like to request access, please contact your advisor.