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The Robertson Stephens app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics

Robertson Stephens WM

by Robertson Stephens Wealth Management, LLC

What is it about?

The Robertson Stephens app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.

App Details

Version
1.0.3
Rating
NA
Size
32Mb
Genre
Finance
Last updated
July 7, 2025
Release date
January 23, 2025
More info

App Store Description

The Robertson Stephens app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.

Robertson Stephens app Features for Clients:

-View Robertson Stephens newsfeed.

-Attend scheduled Zoom calls with your team.

-Communicate directly with your team via Direct Messenger.

-Gain insights into the market and various financial planning topics curated by Robertson Stephens.

-View Robertson Stephens resources with a single click.

-Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team.

-Invite your family and friends to gain knowledge from professionals you trust.

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