Hohimer Wealth
View portfolio, generate reports, store documents
Hohimer Wealth Management LLC
iPhone Screenshots
Description
View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
This app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your wealth advisor. • And more!