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Institute for Wealth Mgmt

The IWM Client Portal provides an easy to use and intuitive financial dashboard of your investment accounts

The IWM Client Portal provides an easy to use and intuitive financial dashboard of your investment accounts

Institute for Wealth Mgmt

by Institute for Wealth Mgmt
Institute for Wealth Mgmt
Institute for Wealth Mgmt
Institute for Wealth Mgmt

What is it about?

The IWM Client Portal provides an easy to use and intuitive financial dashboard of your investment accounts. The portal provides easy access to your account balances, transaction history, performance details and many other interactive reports. There is even a document vault now available to you in this secure and easy to use mobile app.

Institute for Wealth Mgmt

App Details

Version
2.0.757207
Rating
NA
Size
66Mb
Genre
Finance
Last updated
February 4, 2021
Release date
February 4, 2021
More info

App Store Description

The IWM Client Portal provides an easy to use and intuitive financial dashboard of your investment accounts. The portal provides easy access to your account balances, transaction history, performance details and many other interactive reports. There is even a document vault now available to you in this 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 viewing files from your wealth advisor.
• And more!

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