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The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform

MyConfluence

by Confluence Wealth Services, Inc.

What is it about?

The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform. Designed for convenience, MyConfluence ensures you stay connected to your financial world anytime, anywhere.

App Details

Version
1.89
Rating
NA
Size
130Mb
Genre
Finance
Last updated
July 26, 2025
Release date
May 2, 2025
More info

App Store Description

The MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform. Designed for convenience, MyConfluence ensures you stay connected to your financial world anytime, anywhere.

Requirements: You must be a Confluence Financial Partners client with authorized access to the mobile application. If you need assistance or would like to request access, please contact your Confluence Financial Partners wealth manager.

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