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App Store Apps > Finance > 3Roots Client Portal
App profile & analytics · Finance · Data updated 2026-10-07
3Roots Client Portal icon

3Roots Client Portal

by 3Roots Wealth Partners LLC · Free · Version 5.22.1
Availability On the App Store since November 2025 ↗
Rating on App Store
–
Rating
–
0 reviews
Best rank
–
not in the top lists
Last updated
February 7, 2026
5.22.1

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.

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.

Description by 3Roots Wealth Partners LLC (from the App Store)
Rooted in Trust. Growing Together.

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.
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More data about 3Roots Client Portal

Price Free
Rating No ratings
Ranking Not ranked
Version 5.22.1
App size 60.7 MB
Suitable for Everyone

Screenshots

3Roots Client Portal Screenshot 1 of 4
3Roots Client Portal Screenshot 2 of 4
3Roots Client Portal Screenshot 3 of 4
3Roots Client Portal Screenshot 4 of 4
Screenshots by 3Roots Wealth Partners LLC, from the the App Store listing
Official page on the App Store

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Changelog of 3Roots Client Portal

No changelog data

Developer information for 3Roots Wealth Partners LLC

3Roots Wealth Partners LLC

Address:

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App Store Rankings for 3Roots Client Portal

This app is not ranked

Technologies used by 3Roots Client Portal

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, TradeGuard - Position Sizer, Pontera Connect, Complete ID: Password Manager.

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Overview Alternatives Reviews Rankings Technology
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