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 sending and receiving files with your financial advisor.
• And more!

What’s New

Version 2.0.2477

Bug fixes and stability improvements

Information

Seller
SJS Investment Consulting, Inc.
Size
53.9 MB
Category
Finance
Compatibility

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

Languages
Age Rating
Rated 17+ for the following:
Unrestricted Web Access
Copyright
© 2016 SJS Investment Services
Price
Free

Supports

  • Family Sharing

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

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