Empowers clients to seamlessly manage their investments, estate planning, taxes, insurance, and overall financial planning
Wavvest
by WAVVEST HOLDINGS INC.
What is it about?
Empowers clients to seamlessly manage their investments, estate planning, taxes, insurance, and overall financial planning. It provides a straightforward process for setting up and adjusting investment portfolios, along with easy access to complementary services such as estate planning, term life insurance, and tax filing — all available digitally for maximum convenience
App Screenshots
App Store Description
Empowers clients to seamlessly manage their investments, estate planning, taxes, insurance, and overall financial planning. It provides a straightforward process for setting up and adjusting investment portfolios, along with easy access to complementary services such as estate planning, term life insurance, and tax filing — all available digitally for maximum convenience
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.