SCS Client Portal iOS app gives you a clear, complete view of your portfolio - right from your iPhone or iPad. Securely access your investment information, explore detailed dashboards, review files, and stay connected to your financial picture anytime, anywhere.
Key Features:
- Comprehensive Portfolio View
Instantly see your full portfolio with intuitive summaries, key metrics, and consolidated insights.
- Deep-Dive Analytics
Explore detailed dashboards across allocation, holdings, portfolio changes, and more.
- Secure Document Center
Access, filter, download, and upload important files - including quarterly statements, letters, and reports.
- Personalized Experience
Switch easily between multiple portfolios or entities, customize light/dark mode, and tailor your display preferences.
- Privacy & Security at the Core
Protect your account with industry standard encryption, multifactor authentication, and built-in security features.
Whether you’re tracking your portfolio’s value, preparing for a meeting, or simply staying informed, the SCS Client Portal app helps you oversee your wealth with clarity and confidence.
*Screens shown use sample data to depict typical app experience and are subject to change. Please read disclosures for important information.