FPFoCo Mobile Dashboard 4+

Fort Collins Tax Service, LLC

Designed for iPad

    • 5.0 • 2 Ratings
    • Free

Screenshots

Description

The FPFoCo Mobile Dashboard app allows investment management clients to easily view portfolio and position values, allocations, and performance. You can also view statements, contact your advisor, and schedule an appointment right from the app.

What’s New

Version 5.13.2

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

App Privacy

The developer, Fort Collins Tax Service, LLC, 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 Linked to You

The following data may be collected and linked to your identity:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

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

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