---
title: "PFM Client App - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "Peak's custom client portal provides detailed portfolio information. Clients can access balances, get a snapshot of their returns, view the portfolio's asset allocation, perform portfolio analytics, c"
---

# PFM Client App — United States

![PFM Client App App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple211/v4/a8/17/64/a81764d4-7b0d-b222-3dda-07c0dc89a97f/AppIcon-1x_U007emarketing-0-7-0-85-220-0.png/400x400bb.png)

**Developer:** [Peak Financial Management](https://apptail.io/developer/peak-financial-management-xpze)
**Category:** Finance
**Rating:** N/A (0 ratings)
**Price:** Free
**Bundle ID:** com.advisorlynx.mobileadvisor.peakfin
**Store:** Apple App Store
**Country:** United States
**Version:** 5.17.0 (released 2025-01-28)
**Original Release:** 2017-04-06

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1223596996)
**AppTail Page:** [https://apptail.io/app/pfm-client-app-ztKh/united-states](https://apptail.io/app/pfm-client-app-ztKh/united-states)

## PFM Client App Description
Peak's custom client portal provides detailed portfolio information. Clients can access balances, get a snapshot of their returns, view the portfolio's asset allocation, perform portfolio analytics, calculate performance for any timeframe, securely exchange files with Peak, and run custom reports. Additionally, can receive their quarterly statements electronically through the portal. Peak's custom client portal provides detailed portfolio information, such as: Summary Data - Quickly view balances, investment returns, and allocations on the account or total portfolio level. Detailed Performance - Calculate performance of your investment accounts managed by Peak with benchmark comparisons for any timeframe. Change the grouping to view performance by portfolio, account, asset class, asset category, or individual holding. Positions - See the market value, cost basis, and realized/unrealized gains/losses for each position throughout different time periods. Transactions - View all activity in each of your investment accounts. Easily filter for specific transactions or set custom timeframes. Document Vault - Securely share important information with Peak such as tax returns, insurance policies, estate documents, and financial statements. Clients can easily organize documents by creating specific folders. Required Minimum Distributions - If applicable, the portal will track the amount of client required minimum distributions each year and display whether or not those distributions have been satisfied. Quarterly Statements & Custom Reports - Clients can elect to receive their quarterly statement electronically via the portal and run custom reports on their own. Financial Planning - For those with a financial plan, clients can view important aspects such as their net worth statement, probability of success, and scenario summaries.

## PFM Client App Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource113/v4/95/3b/00/953b00d4-40bb-f6a4-acba-f7cb5a832cba/9866856d-f21f-463c-a5d2-2f93228213aa_App_Store-_1.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource113/v4/5a/f4/fb/5af4fb0d-40fa-b7af-95b6-9105a2c1dcd8/19bc2055-648a-4b0b-9153-2fc8fbd61daa_App_Store-_2.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource113/v4/18/a9/fb/18a9fb5f-f404-d9ae-b22b-5af120ee7b90/1ff9c570-1096-4804-a2c3-baeab4e599c6_App_Store-_3.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource113/v4/11/83/3a/11833a82-0114-5d11-992c-41989706e932/06b01b2b-c49b-4513-b35a-266cb1a75ba4_App_Store-_4.png/1242x2688.png)






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## PFM Client App Available In
- [United Arab Emirates](https://apptail.io/app/pfm-client-app-ztKh/united-arab-emirates)
- [Argentina](https://apptail.io/app/pfm-client-app-ztKh/argentina)
- [Canada](https://apptail.io/app/pfm-client-app-ztKh/canada)
- [Switzerland](https://apptail.io/app/pfm-client-app-ztKh/switzerland)
- [Chile](https://apptail.io/app/pfm-client-app-ztKh/chile)
- [India](https://apptail.io/app/pfm-client-app-ztKh/india)
- [Romania](https://apptail.io/app/pfm-client-app-ztKh/romania)
- [Slovakia](https://apptail.io/app/pfm-client-app-ztKh/slovakia)
- [United States](https://apptail.io/app/pfm-client-app-ztKh/united-states)

---

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