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This mobile app allows you quick access to your investments accounts as well as other accounts like your bank, insurance company or company retirement plan
Winslow Drake
by Winslow Drake, Inc.
What is it about?
This mobile app allows you quick access to your investments accounts as well as other accounts like your bank, insurance company or company retirement plan. We also provide a secure document vault for important documents like your living trust, tax return or insurance policy. Customized for you with the help of your advisor, this app is designed to serve as the key place to keep track of your wealth. A chat function is built in to make communications easier while offering regular commentary on market moves.
App Screenshots
App Store Description
This mobile app allows you quick access to your investments accounts as well as other accounts like your bank, insurance company or company retirement plan. We also provide a secure document vault for important documents like your living trust, tax return or insurance policy. Customized for you with the help of your advisor, this app is designed to serve as the key place to keep track of your wealth. A chat function is built in to make communications easier while offering regular commentary on market moves.
Disclaimer:
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.
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.
