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Financial Advisor app to use with their clients for financial account aggregation (assets & liabilities), cashflow monitoring (income and expenses) and text communications between client and advisor

MyVizerPro

by The Advisory Firm, LLC

What is it about?

Financial Advisor app to use with their clients for financial account aggregation (assets & liabilities), cashflow monitoring (income and expenses) and text communications between client and advisor.

App Details

Version
14.1
Rating
(2)
Size
60Mb
Genre
Finance
Last updated
August 15, 2024
Release date
December 28, 2020
More info

App Screenshots

App Store Description

Financial Advisor app to use with their clients for financial account aggregation (assets & liabilities), cashflow monitoring (income and expenses) and text communications between client and advisor.

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