Living Balance Sheet‪®‬ 4+

Name: Living Balance Sheet®
Rating: 5 (73 reviews)
Author: Guardian Life Insurance Company of America

Guardian Life Insurance Company of America

- 5,0 • Оценок: 73

- Бесплатно

Снимки экрана (iPhone)

Описание

Access for clients of The Living Balance Sheet® (LBS) to view your personal balance sheet, track goals, tasks, access your secure document vault and connect with your financial professional. Financial Balance® requires organization and priorities; LBS helps you stay on track.

30 апр. 2024 г.

Версия 2.5.0

Minor bug fixes and enhancements

5,0 из 5

Оценок: 73

Powerful tool for building wealth

Stay financially organized, up-to-date, and on-top of everything about family wealth. Use with an advisor to carefully monitor accounts and project the future under different decision scenarios. This app is for the serious household who wants to combine smart principles with discipline to best deal with whatever the future may bring.

This app is awesome! Wish it was optimized for the iPad though

Having used the LBS app for a year now, it has change the way my wife and I see our money. We are constantly striving to live more in balance with our advisors advice and the app makes it so intuitive and convenient to follow. I work a lot on my iPad. It would be great if the app was optimized for the iPad’s larger screen so we can see more of the balance sheet without having to click through drop down menus. Other than that it’s absolutely amazing.

Love this app!

This app has made working with my amazing financial advisors, Ben and Chris, an even better experience. My favorite feature is the tasks where I can keep track of to dos that Ben and Chris assign me. It makes it so easy to keep everything related to my finances organized and easy to understand. Such a game changer!

Разработчик Guardian Life Insurance Company of America указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.