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The IronBridge Private Wealth client app provides a comprehensive and detailed view of your investments and financial plan
IronBridge Client Portal
by IronBridge Private Wealth
What is it about?
The IronBridge Private Wealth client app provides a comprehensive and detailed view of your investments and financial plan. This easy-to-navigate app allows customization so you can prioritize the data most important to you.
App Screenshots
App Store Description
The IronBridge Private Wealth client app provides a comprehensive and detailed view of your investments and financial plan. This easy-to-navigate app allows customization so you can prioritize the data most important to you.
Within the app you can view many reports, including:
- Performance
- Allocation
- Allocation Over Time
- Financial Plan Score
- Private Investments
- Real Estate Holdings
- Statistical Analysis
- Link outside accounts
- Many more…
Download the app today and regain confidence in your wealth management team.
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.
