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Swad Wealth

See your complete financial picture and interact with your financial advisor

See your complete financial picture and interact with your financial advisor

Swad Wealth

by Swad Wealth Management, LLC
Swad Wealth
Swad Wealth
Swad Wealth

What is it about?

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. /n TOP FEATURES /n -Interactive dashboard showing you your complete financial picture /n -Dynamic reports with current investment information /n -Document vault for securely sending and receiving files with your financial advisor /n -And more!

Swad Wealth

App Details

Version
5.14.1
Rating
NA
Size
37Mb
Genre
Finance Business
Last updated
September 18, 2024
Release date
September 19, 2023
More info

App Screenshots

Swad Wealth screenshot-0
Swad Wealth screenshot-1
Swad Wealth screenshot-2
Swad Wealth screenshot-3

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. /n TOP FEATURES /n -Interactive dashboard showing you your complete financial picture /n -Dynamic reports with current investment information /n -Document vault for securely sending and receiving files with your financial advisor /n -And more!

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