ZRC Wealth Management, LLC 17+
ZRC Wealth Management, LLC
Designed for iPad
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor
See your complete financial picture and interact with your ZRC Wealth Advisor.
Personal wealth management doesn't have to be complicated. At ZRC Wealth Management, we empower our clients to make intelligent financial decisions that lead to better outcomes and help them reach their goals. The ZRC Wealth app provides an intuitive dashboard of your investments, assets, financial goals, reports, and documents - all in a secure and easy-to-use mobile app.
KEY BENEFITS
A personalized, interactive dashboard that displays your complete financial picture.
Dynamic reports with current investment information.
Account aggregation so all your investment and asset information are in one, easy to access, place.
A document vault for securely viewing files from your wealth advisor.
What’s New
Version 2.0.1199619
Updated features and removed bugs
App Privacy
The developer, ZRC Wealth Management, LLC, 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
- Zrc Wealth Management, LLC
- Size
- 68.6 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.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2024 ZRC Wealth Management, LLC
- Price
- Free