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This app provides a financial dashboard of your investment portfolio, financial plan, document vault, & more

Mowery & Schoenfeld Wealth

by Mowery & Schoenfeld Wealth
iPhone iPad
FREE in the App Store

What is it about?

This app provides a financial dashboard of your investment portfolio, financial plan, document vault, & more

App Details

Version
2.0.1073853
Rating
NA
Size
65Mb
Genre
Finance
Last updated
April 11, 2023
Release date
April 11, 2023
More info

App Store Description

This app provides a financial dashboard of your investment portfolio, financial plan, document vault, & more

– all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard for your comprehensive wealth plan

• Dynamic reports on your managed investment portfolios

• Document vault for securely viewing and sharing files including financial & estate plans, tax & investment information.

Get it for FREE in the App Store
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