Fiducient Advisors
View portfolio data securely
Fiducient Advisors LLC
iPhone Screenshots
Description
View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.
The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Fiducient Advisors client authorized for the phone application. To request access, please contact your Fiducient Advisors primary contact.