Encompass Advisory

Name: Encompass Advisory
Availability: InStock
Author: Encompass Advisory Services, LLC

Encompass Advisory Services, LLC

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10+

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About this app

Clients of Encompass Advisory Services can access their investment accounts and documents from anywhere when it's convenient for them. View your personalized information, check your holdings, account balances and history, and stay connected with the market.

Updated on

May 6, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.

This app may share these data types with third parties

Personal info, App activity and 2 others

This app may collect these data types

Personal info

Data is encrypted in transit

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

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