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The Wipfli Financial 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

Wipfli Financial Advisors, LLC

by Wipfli Financial Advisors, LLC

What is it about?

The Wipfli Financial 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
2.0.685974
Rating
(4)
Size
66Mb
Genre
Finance
Last updated
September 9, 2020
Release date
April 28, 2015
More info

App Store Description

The Wipfli Financial 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!

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