Three Arch Wealth

The Three Arch Wealth Client Portal app provides secure, on-demand access to your personalized financial life—anytime, anywhere. View your portfolio, track performance, access key documents, and stay connected with your advisory team, all from one intuitive platform.


Features include:

- Portfolio balances and performance tracking
- Secure document sharing and storage
- Asset allocation, asset class returns, and dividend projections
- Access to performance reports, account statements, and tax documents
- Account aggregation for a complete financial picture

Designed exclusively for clients of Three Arch Wealth Management, this app helps you stay informed, organized, and confident in your financial future.