Designed for Twende Private Wealth clients, this app allows you to keep all your financial data in one place
Twende
What is it about?
Designed for Twende Private Wealth clients, this app allows you to keep all your financial data in one place. We'll help you keep your eyes on your financial goals, and measure progress towards them. Now you can get a snapshot of your complete financial picture at the launch of an app (custodial accounts, alternative assets, liabilities, etc.), allowing you to more easily stay on the same page with your spouse or other stakeholders. You can also obtain deeper insight into investment performance using our sophisticated performance reports.
App Store Description
Designed for Twende Private Wealth clients, this app allows you to keep all your financial data in one place. We'll help you keep your eyes on your financial goals, and measure progress towards them. Now you can get a snapshot of your complete financial picture at the launch of an app (custodial accounts, alternative assets, liabilities, etc.), allowing you to more easily stay on the same page with your spouse or other stakeholders. You can also obtain deeper insight into investment performance using our sophisticated performance reports.
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