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.
• 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!
Bug fixes and stability improvements
Ratings and Reviews
Good app, nice to have access on the iPad now.
- Aspiriant, LLC
- 54.5 MB
- Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- You must be at least 17 years old to download this app.
- Unrestricted Web Access
- © 2015 Aspiriant, LLC
With Family Sharing set up, up to six family members can use this app.