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The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting – all in a secure and easy-to-use mobile app

Rockbridge Client Portal

by Rockbridge Investment Management, LLC
iPhone iPad
FREE in the App Store

What is it about?

The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting – all in a secure and easy-to-use mobile app.

App Details

Version
2.0.1171028
Rating
NA
Size
65Mb
Genre
Finance
Last updated
December 28, 2023
Release date
July 29, 2020
More info

App Store Description

The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting – all in a secure and easy-to-use mobile app.

TOP FEATURES:
• Interactive dashboard providing a complete picture of your investment assets.
• Dynamic reports with relevant information about your investment portfolio.
• Secure document vault for sharing important files with your Rockbridge advisor.
• Contact information for your personal Rockbridge team...and more!

Get it for FREE in the App Store
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