The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting – all in a secure and easy-to-use mobile app
Rockbridge Client Portal
by Rockbridge Investment Management, LLC
What is it about?
The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting – all in a secure and easy-to-use mobile app.
App Store Description
The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting – all in a secure and easy-to-use mobile app.
TOP FEATURES:
• Interactive dashboard providing a complete picture of your investment assets.
• Dynamic reports with relevant information about your investment portfolio.
• Secure document vault for sharing important files with your Rockbridge advisor.
• Contact information for your personal Rockbridge team...and more!
Disclaimer:
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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.