iPhone iPad

FREE in the App Store

What is it about?

App Description:

App Details

Version

2.0.1177640

Rating

Size

65Mb

Genre

Finance

Last updated

January 20, 2024

Release date

September 17, 2020

More info

App Store Description

App Description:
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a 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 sending and receiving files with your wealth advisor.
• And more!

Get it for FREE in the App Store

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