Quantum Portal

Finance

Free · Designed for iPad. Not verified for macOS.

The Quantum Financial Advisors mobile application allows current Quantum clients to view account balances and performance, as well as view copies of our quarterly statements. To become a Quantum client, visit quantumadvisors.com.

  • This app has not received enough ratings or reviews to display an overview.

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

The developer, Quantum Financial Advisors, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary based, for example, on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Provider
  • Quantum Financial Advisors, LLC
Size
  • 55.5 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • iPhone
    Requires iOS 15.6 or later.
  • iPad
    Requires iPadOS 15.6 or later.
  • iPod touch
    Requires iOS 15.6 or later.
  • Mac
    Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2025 Quantum Financial Advisors, LLC