Wealth Architects, LLC
View financial data and manage budgets
Wealth Architects, LLC
iPhone Screenshots
Description
View financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.
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!