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Confluence Wealth Management

See your complete financial picture and interact with your financial advisor

See your complete financial picture and interact with your financial advisor

Confluence Wealth Management

by Confluence Wealth Management, LLC
Confluence Wealth Management
Confluence Wealth Management
Confluence Wealth Management

What is it about?

See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

Confluence Wealth Management

App Details

Version
2.0.666666
Rating
NA
Size
67Mb
Genre
Finance
Last updated
August 27, 2020
Release date
March 17, 2017
More info

App Store Description

See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!

Disclaimer:
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