Ridgeview FP

Business

Free · Designed for iPad. Not verified for macOS.

Ridgeview Financial Planning is a full service private financial planning and investment management firm. Our mission is to be accountable, transparent, competent, honest, flexible, and passionate in the way we work with our clients. The app allows you to: Track your net worth including your managed investment portfolios View each of your accounts individually to further analyze performance, allocations and more Streamline communication with your financial advisor using two-way document sharing via the secure vault Receive notifications when your advisor has posted a document to your vault

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

Fixed the issue of background being cut off due to rotation.

Version 6.0.73

The developer, Ridgeview Financial Planning, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Ridgeview Financial Planning, Inc.
    Size
    • 1.2 MB
    Category
    • Business
    Compatibility
    Requires iOS 12.0 or later.
    • iPhone
      Requires iOS 12.0 or later.
    • iPad
      Requires iPadOS 12.0 or later.
    • iPod touch
      Requires iOS 12.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © copyright 2023 yHLsoft Inc. All Rights Reserved
  • Developer Website
  • Privacy Policy

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