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This is the secure client portal App for clients of Apt Wealth Partners
APT Wealth
by aptwealth
What is it about?
This is the secure client portal App for clients of Apt Wealth Partners. Use this App to interact with your Apt Client Portal on your preferred mobile device or tablet. You will need a login to the Apt Client Portal to use this App. If you don’t currently have a client portal login please contact your Adviser at Apt Wealth Partners to request one.
App Store Description
This is the secure client portal App for clients of Apt Wealth Partners. Use this App to interact with your Apt Client Portal on your preferred mobile device or tablet. You will need a login to the Apt Client Portal to use this App. If you don’t currently have a client portal login please contact your Adviser at Apt Wealth Partners to request one.
Clients of Apt can use this App to:
- View their portfolio holdings
- View transactions
- Generate portfolio reports
- Securely communicate and share information with their Adviser
- Store copies of their important documents
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
