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
Palumbo Wealth Management
What is it about?
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.
App Details
App Store Description
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 including portfolio performance, individual holdings, account transactions, and taxable gains/losses.
• Dynamic reports with current investment information and how they measure up compared to various benchmarks.
• Document center to securely monitor and display important financial and wealth planning documents including but not limited to: annuities, life insurance, durable power of attorney, etc.
• And much more!
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