North Berkeley Wealth 17+

North Berkeley Wealth

Designed for iPad

    • Free

Screenshots

Description

See your complete financial picture and interact with your financial advisor

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 viewing files from your financial advisor.

• And more!

What’s New

Version 2.0.1195913

Updated features and removed bugs

App Privacy

The developer, North Berkeley Wealth, 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 Not Collected

The developer does not collect any data from this app.

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

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