See your complete financial picture and interact with your financial advisor using the Merriman Client Portal app. The Merriman Client Portal 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.
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your financial advisor.
• And more!
Bug fixes and performance improvements.
Ratings and Reviews
- Merriman Wealth Management, LLC
- 58.4 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Unrestricted Web Access
- © 2014 Merriman Wealth Management, LLC.
With Family Sharing set up, up to six family members can use this app.