West Financial Advisors, LLC 17+

WEST FINANCIAL ADVISORS, L.L.C.

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, 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 West Financial Advisors.
• And more!

App Privacy

The developer, WEST FINANCIAL ADVISORS, L.L.C., 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

You Might Also Like

103 Advisory Group
Finance
IHF Servicing
Finance
SMI Private Client
Finance
Chevy Chase Trust WealthAccess
Finance
Gen E: Climate Philanthropy
Finance
LSB Mobile
Finance