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The BWM app allows you to easily view your portfolio values and allocations not only at Brighton Wealth Management, but at your bank, credit union, and other financial institutions
Brighton WM
by Brighton Wealth Management, Inc.
What is it about?
The BWM app allows you to easily view your portfolio values and allocations not only at Brighton Wealth Management, but at your bank, credit union, and other financial institutions. You can regularly track performance, see updates to your financial plan, and track retirement and other goals that you and your Brighton Wealth Advisor are working toward. You also have access to important documents that you have uploaded to the document portal - such as wills, trusts, deeds, titles, etc.
App Screenshots
App Store Description
The BWM app allows you to easily view your portfolio values and allocations not only at Brighton Wealth Management, but at your bank, credit union, and other financial institutions. You can regularly track performance, see updates to your financial plan, and track retirement and other goals that you and your Brighton Wealth Advisor are working toward. You also have access to important documents that you have uploaded to the document portal - such as wills, trusts, deeds, titles, etc.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
