Ridgeview FP 4+
Ridgeview Financial Planning, Inc
Designed for iPad
-
- Free
Screenshots
Description
Convenient, secure access to view your accounts with Ridgeview Financial Planning
Ridgeview Financial Planning is a full service private financial planning and investment management firm. Our mission is to be accountable, transparent, competent, honest, flexible, and passionate in the way we work with our clients.
The app allows you to:
Track your net worth including your managed investment portfolios
View each of your accounts individually to further analyze performance, allocations and more
Streamline communication with your financial advisor using two-way document sharing via the secure vault
Receive notifications when your advisor has posted a document to your vault
What’s New
Version 6.0
Update User Experience
App Privacy
The developer, Ridgeview Financial Planning, Inc, 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
Information
- Seller
- Ridgeview Financial Planning, Inc.
- Size
- 1.2 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © copyright 2023 yHLsoft Inc. All Rights Reserved
- Price
- Free