Screenshots

Description

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 wealth advisor.
• And more!

What’s New

Version 2.0.2160

Bug fixes and performance improvements

Ratings and Reviews

5.0 out of 5
3 Ratings

3 Ratings

Information

Seller
Acumen Wealth Advisors, LLC
Size
54.5 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages
Age Rating
17+
Unrestricted Web Access
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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