Navigate your financial journey with ease using the Barry Investment Advisors app, a mobile client portal that provides instant access to your portfolio and relevant resources.
The app offers a user-friendly platform that allows clients to access their investment portfolio and stay informed with timely content on market trends and financial planning topics.
Barry Investment Advisors Features for Clients:
• View Barry Investment Advisors newsfeed

• Attend scheduled Zoom calls with your team

• Access your Wealth Management Portal

• View your investment portfolio performance reports

• Communicate directly with your team via Direct Messenger

• Gain insights into the market and various financial planning topics curated by Barry Investment Advisors

• View Barry Investment Advisors Blog Posts, Newsletters and Podcasts with a single click

• Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team

• Invite your family and friends to gain knowledge from professionals you trust