The Gemini Portal and Vault 17+
The Gemini Portal and Vault
Designed for iPad
-
- Free
Screenshots
Description
The Gemini Performance Portal and Private Client Vault is available exclusively to Clients of Martin D Parlato and Assoc., Inc., dba Lighthouse Retirement.
The Gemini Performance Portal and Private Client Vault is available exclusively to Clients of Martin D Parlato and Assoc., Inc., dba Lighthouse Retirement.
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
• Fully Integrated with your Personal Brokerage Accounts including Interactive Brokers, Charles Schwab, Goldman Sachs and Nationwide.
Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• And more!
Ratings and Reviews
App Privacy
The developer, The Gemini Portal and Vault, 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
- Martin D Parlato Associate
- Size
- 68.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
- Age Rating
- 17+
- Copyright
- © 2022 Martin D Parlato and Assoc. Inc dba Lighthouse Retirement
- Price
- Free