Wealthspire Client Portal app for iPhone and iPad
4.6 (
656 ratings )
Finance
Developer: Tamarac Inc.
Free
Current version: 2.0.806019, last update: 1 year agoFirst release : 18 Apr 2016
App size: 66.6 Mb
See your complete financial picture and interact with your financial advisor. 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 you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!