SSWP Client Access app icon - Finance app for iPhone

SSWP Client Access

View portfolio, download reports, connect with advisor

SageSpring Wealth Partners, LLC

5
(5 ratings)
Finance Free iOS 12.4+
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iPad Screenshots

SSWP Client Access iPad screenshot 1 - Finance app
SSWP Client Access iPad screenshot 2 - Finance app
SSWP Client Access iPad screenshot 3 - Finance app

Description

View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.

View your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.

App information from Apple App Store. SSWP Client Access and related trademarks belong to SageSpring Wealth Partners, LLC.