My Financial Advisor -Blueleaf 4+

Name: My Financial Advisor -Blueleaf
Author: Blueleaf Wealth

Blueleaf Wealth

- Gratis

Capturas de pantalla del iPhone

Descripción

Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:

- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.

Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.

If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.

Powered by Blueleaf

15 ene 2022

Versión 1.6.1

Fixes crashes that occurred when the app was opened at the beginning of the year.

El desarrollador, Blueleaf Wealth, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.