True Wealth Design
View financial data and manage budgets
True Wealth Design, LLC
iPhone Screenshots
iPad Screenshots
Description
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
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 viewing files from your financial advisor.
• And more!
App information from Apple App Store. True Wealth Design and related trademarks belong to True Wealth Design, LLC.