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Exchange Capital ClientView

This app provides the clients of Exchange Capital Management with mobile and secure access to their financial dashboards, document vault, interactive reports, budgeting tools and more

This app provides the clients of Exchange Capital Management with mobile and secure access to their financial dashboards, document vault, interactive reports, budgeting tools and more

Exchange Capital ClientView

by Exchange Capital ClientView
Exchange Capital ClientView
Exchange Capital ClientView
Exchange Capital ClientView

What is it about?

This app provides the clients of Exchange Capital Management with mobile and secure access to their financial dashboards, document vault, interactive reports, budgeting tools and more. Access yours today!

Exchange Capital ClientView

App Details

Version
2.0.645847
Rating
NA
Size
67Mb
Genre
Finance
Last updated
July 8, 2020
Release date
July 8, 2020
More info

App Store Description

This app provides the clients of Exchange Capital Management with mobile and secure access to their financial dashboards, document vault, interactive reports, budgeting tools and more. Access yours today!

TOP FEATURES
• Interactive dashboard displaying your complete financial picture.
• Dynamic reports of your current investments.
• Document vault for securely sending and receiving files with your wealth advisor.
• And more!

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