The Gemini Portal and Vault app icon

The Gemini Portal and Vault

Martin D Parlato Associate

★ 5.01 ratingsFinanceFree

iPhone Screenshots

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Description

The Gemini Performance Portal and Private Client Vault is available exclusively to Clients of Martin D Parlato and Assoc., Inc., dba Lighthouse Retirement. 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 • Fully Integrated with your Personal Brokerage Accounts including Interactive Brokers, Charles Schwab, Goldman Sachs and Nationwide. Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your wealth advisor. • And more!