Empowers clients to seamlessly manage their investments, estate planning, taxes, insurance, and overall financial planning
Wavvest
What is it about?
Empowers clients to seamlessly manage their investments, estate planning, taxes, insurance, and overall financial planning. It provides a straightforward process for setting up and adjusting investment portfolios, along with easy access to complementary services such as estate planning, term life insurance, and tax filing โ all available digitally for maximum convenience
App Screenshots
App Store Description
Empowers clients to seamlessly manage their investments, estate planning, taxes, insurance, and overall financial planning. It provides a straightforward process for setting up and adjusting investment portfolios, along with easy access to complementary services such as estate planning, term life insurance, and tax filing โ all available digitally for maximum convenience
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