Aldrich Wealth
View finances, track expenses, consult advisor
Aldrich Wealth LP
iPhone Screenshots
iPad Screenshots
Description
View financial overview through an interactive dashboard. Access dynamic reports with investment details. Store and share documents securely with a financial advisor. Manage budgets and track financial progress.
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.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
App information from Apple App Store. Aldrich Wealth and related trademarks belong to Aldrich Wealth LP.