“The FirstWave Pipeline™” Client Portal Mobile App allows you to easily view your customized client portal on your preferred mobile device
FirstWave
What is it about?
“The FirstWave Pipeline™” Client Portal Mobile App allows you to easily view your customized client portal on your preferred mobile device. As a valued client of FirstWave Financial, the mobile app provides access to the secure and intuitive information tool providing digital access to your customized quarterly reports, freedom to view your personal accounts day or night, visual overview of your portfolio details updated daily, and document sharing needs to and from your WealthCoaches™ and FirstWave Financial team.
App Store Description
“The FirstWave Pipeline™” Client Portal Mobile App allows you to easily view your customized client portal on your preferred mobile device. As a valued client of FirstWave Financial, the mobile app provides access to the secure and intuitive information tool providing digital access to your customized quarterly reports, freedom to view your personal accounts day or night, visual overview of your portfolio details updated daily, and document sharing needs to and from your WealthCoaches™ and FirstWave Financial team.
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