Freestone Capital Management
View finances, track expenses, secure documents, create
FREESTONE CAPITAL MANAGEMENT LLC
iPhone Screenshots
iPad Screenshots
Description
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.
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. Freestone Capital Management and related trademarks belong to FREESTONE CAPITAL MANAGEMENT LLC.