About this app
Your wealth, all in one place. Pantile brings your complete financial picture together in a single, secure app, built for Pantile Investments clients and the advisors who serve them. FOR CLIENTS See everything you own in one place. Your accounts, balances, holdings, and transactions are pulled together from your custodian and presented clearly, so you always know where you stand. - View all of your accounts and your total portfolio value in one dashboard - Track your balance history over time with interactive charts - Review your holdings and recent transactions, updated with the latest available custodian data - Message your advisor securely, right from the app - Upload and access important financial documents in a secure vault - Ask Theo, our educational AI assistant, questions about your portfolio and general financial topics - Protect your data with Face ID unlock and multi-factor authentication FOR ADVISORS Serve your clients from anywhere. Pantile gives advisors a clear view of their entire book and the tools to stay close to every client. - See your full book at a glance: clients, households, accounts, and assets under management - Drill into any client's accounts, balance history, holdings, and transactions - Prepare for meetings with client snapshots and private prep notes - Message clients securely without leaving the app SECURITY FIRST Pantile is built for sensitive financial data. All client data is encrypted in transit and at rest, access is protected by multi-factor authentication, and biometric unlock keeps your device session private. Pantile Investments Inc. is an investment adviser registered in Colorado and Illinois. Advisory services are available only to clients of Pantile Investments. Investment accounts are held at third-party custodians. Investing involves risk, including possible loss of principal. Theo provides educational information only and does not provide investment, tax, or legal advice. Account values and holdings are provided for informational purposes; official custodian statements are the authoritative record of your accounts.
Latest release
What’s New
- Design changes across the breadth of the app - Theo rendering visualizations and extended features - Google and Apple Sign in - Budgeting with Plaid
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 26, 2026 · 5:44 PM Free
Screenshots
