iPhone Screenshots
Description
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 your complete financial picture.
• Dynamic reports with current investment information.
• Balance sheet with linked account reporting to view all your assets in one place.
• Document vault for securely viewing files from your wealth advisor.
• Advisor access to your personalized reporting.
• And more!