Procyon

By Procyon Partners on AppTrack Ninja.

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 &…

Categories: Finance

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