West Financial Services, Inc.
View data and manage budgets
West Financial Services, Inc.
iPhone Screenshots
Description
View data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a vault. Access budgeting tools and additional features.
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!