Description
The WealthGuide app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.
WealthGuide app Features for Clients:
View WealthGuide newsfeed.
Gain insights into the market and various financial planning topics curated by WealthGuide.
View WealthGuide Blog Posts, Newsletters and Podcasts with a single click.
Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team.
Invite your family and friends to gain knowledge from professionals you trust.