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See your complete financial picture and interact with your financial advisor
Beacon Pointe Advisors
by Beacon Pointe
What is it about?
See your complete financial picture and interact with your financial advisor.
App Store Description
See your complete financial picture and interact with your financial advisor.
Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app.
TOP FEATURES
• A personalized, interactive dashboard that displays your complete financial picture.
• A document vault for securely storing, sending and receiving files with your wealth advisor.
• Dynamic reports with current investment information.
• Budgeting tools, and more.
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.
