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