Beacon Pointe vs GwdCap Mobile Usage & Stats
Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app.
TOP FEATURES
• A personalized, interactive dashboard that displays your complete financial picture.
• A document vault for securely storing, sending and receiving files with your wealth advisor.
• Dynamic reports with current investment information.
• Budgeting tools, and more.
- Apple App Store
- Free
- Finance
Store Rank
- -
The GwdCap Mobile application enables you to view your investment household and individual account information, including market value over time. You may also aggregate other account information utilizing a third-party provider, PLAID, to obtain a complete financial picture of your investments, banking relationship, retirement accounts, mortgages and other loans.
- Apple App Store
- Free
- Finance
Store Rank
- -
Beacon Pointe VS. 
GwdCap MobileJanuary 6, 2025