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An intuitive financial dashboard that displays information on your financial accounts and provides access to your document vault, interactive reports and more—all in a secure and easy to use mobile app
Henssler Planning Portal
by Henssler Planning Portal
What is it about?
An intuitive financial dashboard that displays information on your financial accounts and provides access to your document vault, interactive reports and more—all in a secure and easy to use mobile app.
App Store Description
An intuitive financial dashboard that displays information on your financial accounts and provides access to your document vault, interactive reports 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 viewing files from your wealth adviser.
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.