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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

RegentAtlantic Client Portal

by RegentAtlantic Capital, LLC
iPhone iPad
FREE in the App Store

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

Version
2.0.2496
Rating
(1)
Size
51Mb
Genre
Finance
Last updated
October 25, 2018
Release date
December 3, 2014
More info

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 you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!

Get it for FREE in the App Store
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