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Tondryk Wealth Management

Tondryk Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Tondryk Wealth Management's wealth advisory services

Tondryk Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Tondryk Wealth Management's wealth advisory services

Tondryk Wealth Management

by GeoWealth Management, LLC
Tondryk Wealth Management
Tondryk Wealth Management
Tondryk Wealth Management

What is it about?

Tondryk Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Tondryk Wealth Management's wealth advisory services.

Tondryk Wealth Management

App Details

Version
2.0.9
Rating
NA
Size
20Mb
Genre
Finance Business
Last updated
March 4, 2020
Release date
March 4, 2020
More info

App Screenshots

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App Store Description

Tondryk Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Tondryk Wealth Management's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Tondryk Wealth Management and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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