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The Precipio Wealth Management mobile application enables authorized Precipio clients to access information and data about their investment portfolios in a simple yet elegant interface

Precipio Wealth Management

by Precipio Wealth Management, LLC

What is it about?

The Precipio Wealth Management mobile application enables authorized Precipio clients to access information and data about their investment portfolios in a simple yet elegant interface.

App Details

Version
1.75
Rating
NA
Size
108Mb
Genre
Finance
Last updated
December 9, 2023
Release date
November 2, 2019
More info

App Store Description

The Precipio Wealth Management mobile application enables authorized Precipio clients to access information and data about their investment portfolios in a simple yet elegant interface.

Requirement: Users need to be clients of Precipio Wealth Management LLC, a fee-only registered investment adviser firm, who have been authorized for the mobile application. To request access, please contact Precipio, its advisor representatives or client service administrators.

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