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Canopy Wealth Management clients can view their entire financial picture, with detailed asset and account information, customized performance reporting, document sharing, and convenient advisor updates

Canopy Wealth

by ERn Financial, LLC
iPhone iPad
FREE in the App Store

What is it about?

Canopy Wealth Management clients can view their entire financial picture, with detailed asset and account information, customized performance reporting, document sharing, and convenient advisor updates.

App Details

Version
5.14.0
Rating
NA
Size
37Mb
Genre
Finance Business
Last updated
September 10, 2024
Release date
October 9, 2018
More info

App Screenshots

App Store Description

Canopy Wealth Management clients can view their entire financial picture, with detailed asset and account information, customized performance reporting, document sharing, and convenient advisor updates.

Get it for FREE in the App Store
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