Rickey Advisors
Track investments and financial plan goals.
Leonard Rickey Investment Advisors, PLLC
iPhone Screenshots
Description
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.
Features Include:
View your portfolio holdings and asset allocation
Track your balance and account performance
Link your outside accounts and bank accounts to see your total financial picture in one place
Securely store and share documents with your advisor
Access your financial plan and track the progress toward your goals
Run “what-if” scenarios to see how different decision affect your plan
Access key reports on demand including transaction history, tax statements, monthly and quarterly statements
Access the news feed from your advisor to stay up to date
Connect with your advisor through the app