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See your complete financial picture and interact with your financial advisor

Live Oak Investment Partners

by Live Oak Investment Partners, LLC
iPhone iPad
FREE in the App Store

What is it about?

See your complete financial picture and interact with your financial advisor.

App Details

Version
1.62
Rating
(1)
Size
106Mb
Genre
Finance
Last updated
October 22, 2022
Release date
July 28, 2020
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 your complete financial picture.

Dynamic reports with current investment information.

Document vault for securely sending and receiving files with your financial advisor.

And more!

Get it for FREE in the App Store
Disclaimer:
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