This app provides an intuitive view of your account portfolio value, documents, interactive charts and more at your fingertips - all in a secure and easy to use mobile app
My William Blair
by William Blair & Company
What is it about?
This app provides an intuitive view of your account portfolio value, documents, interactive charts and more at your fingertips - all in a secure and easy to use mobile app.
App Screenshots
App Store Description
This app provides an intuitive view of your account portfolio value, documents, interactive charts and more at your fingertips - all in a secure and easy to use mobile app.
Top Features Include:
• New and improved user experience and navigation
• Interactive client dashboard, providing a consolidated portfolio view
• Dynamic view of all accounts and holdings
• Curated External News Content
• Your Advisor Team information
• And more!
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.