iPhone iPad

FREE in the App Store

What is it about?

See your complete financial picture and interact with your financial advisor.

App Details

Version

2.0.2160

Rating

(4)

Size

51Mb

Genre

Finance

Last updated

October 15, 2018

Release date

August 11, 2018

More info

App Store Description

See your complete financial picture and interact with your financial advisor.

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 financial advisor.
• And more!

Get it for FREE in the App Store

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