This mobile app allows you quick access to your investments accounts as well as other accounts like your bank, insurance company or company retirement plan
Winslow Drake
What is it about?
This mobile app allows you quick access to your investments accounts as well as other accounts like your bank, insurance company or company retirement plan. We also provide a secure document vault for important documents like your living trust, tax return or insurance policy. Customized for you with the help of your advisor, this app is designed to serve as the key place to keep track of your wealth. A chat function is built in to make communications easier while offering regular commentary on market moves.
App Screenshots
App Store Description
This mobile app allows you quick access to your investments accounts as well as other accounts like your bank, insurance company or company retirement plan. We also provide a secure document vault for important documents like your living trust, tax return or insurance policy. Customized for you with the help of your advisor, this app is designed to serve as the key place to keep track of your wealth. A chat function is built in to make communications easier while offering regular commentary on market moves.
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