3Roots Client Portal
3Roots Client Portal is made and published by 3Roots Wealth Partners LLC. AppBrain is an independent app data site and isn't affiliated with 3Roots Wealth Partners LLC. The app name, icon, screenshots and description belong to 3Roots Wealth Partners LLC and are shown as published on the App Store.
AppBrain's verdict
- Last updated
- February 7, 2026
- Size
- 60.7 MB
User feedback
Ratings and reviews on the App StoreComments on 3Roots Client Portal for iOS
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Store listing
By 3Roots Wealth Partners LLC, from the App Store
Description by 3Roots Wealth Partners LLC Written by the developer, not by AppBrain. Click to read.
The 3Roots Client Portal is your secure, personalized gateway to your financial world. Designed exclusively for clients of 3Roots Wealth Partners, our app brings transparency, convenience, and clarity to your wealth journey — anytime, anywhere.
With an intuitive, modern interface, you can:
Access your accounts and view up-to-date balances and holdings
Track performance and monitor progress toward your financial goals
Review and share documents safely and efficiently
Stay connected with your 3Roots advisory team through a seamless communication experience
Receive updates on portfolio activity, financial planning milestones, and important firm announcements
Built on industry-leading technology and safeguarded with institutional-grade security, the 3Roots Client Portal ensures your personal and financial data remain protected at all times.
At 3Roots Wealth Partners, we believe wealth is about clarity, confidence, and connection — and our client portal is designed to keep all three at the root of your experience.
Safety and technology
Found in the app by AppBrain- Price
- Free
- App size
- 60.7 MB
- Content rating
- Everyone
Technologies used by 3Roots Client Portal
Releases
Updates seen on the App Store- Version
- 5.22.1
- Launched
- November 2025
No changelog data
Alternatives
Similar apps and more from 3Roots Wealth Partners LLCAlternatives to 3Roots Client Portal
Rankings
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About the app and developer
About 3Roots Client Portal
3Roots Client Portal is a finance app developed by 3Roots Wealth Partners LLC.
What is the rating of 3Roots Client Portal?
3Roots Client Portal has no ratings yet.
Is 3Roots Client Portal free?
3Roots Client Portal is free. The app size is 60.74 MB. The latest version available is 5.22.1. The last update was on February 7, 2026.
What are the requirements for 3Roots Client Portal?
The app has a content rating of Everyone. The app has been available on the App Store since November 2025.
Developer information for 3Roots Wealth Partners LLC
Address:
Frequently asked questions about 3Roots Client Portal
Is 3Roots Client Portal free?
Yes. 3Roots Client Portal is free on the App Store.
Is 3Roots Client Portal still available?
Yes. 3Roots Client Portal is on the App Store, and the last update we saw was on February 7, 2026.
How large is 3Roots Client Portal?
3Roots Client Portal is 60.74 MB.
Is 3Roots Client Portal suitable for children?
App Store rates the content of 3Roots Client Portal as suitable for everyone.
Who made 3Roots Client Portal?
3Roots Client Portal was developed by 3Roots Wealth Partners LLC. It is listed in the finance category on the App Store.
What are the best alternatives to 3Roots Client Portal?
People looking at 3Roots Client Portal also look at these finance apps: Bradley Wealth, RiskDesk: Smart Position Sizer, Complete ID: Password Manager, Waterfront Mobile, Altruist Client.