Geometric Wealth Advisors’ client portal is now available as a mobile app for Apple and Android devices.

Our portal allows clients to see all of their investment accounts in one place – regardless of where they are held – and to view the asset allocation and performance across the holistic portfolio.  While not identical, the mobile version retains most of the features available on the web version.

To download the app, search for “Geometric Wealth Advisors” in the iPhone or Android apps stores.