Procyon1.98.1 - App Store

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.

Version History • To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes 1.98.1 Sep 15 • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 10 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Investors will now have the ability to view their Insurance information from their mobile experience
* Stability and performance improvements 1.81 08/20/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/25/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/08/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023 * RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app. 1.74 10/28/2023 * Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins 1.73 10/10/2023 * Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic 1.71 07/30/2023