Screenshots

Description

BlueSky Wealth Advisor's secure client app. Conveniently access up-to-date account values, collaborate with your advisory team, upload important documents, create a snapshot of your holistic net-worth, review your customized financial plan, and much more. Now you can easily consolidate and organize your financial life on the go!

What’s New

Version 4.1.0

BlueSky Wealth Advisor's secure client app. Conveniently access up-to-date account values, collaborate with your advisory team, upload important documents, create a snapshot of your holistic net-worth, review your customized financial plan, and much more. Now you can easily consolidate and organize your financial life on the go!

Information

Seller
BlueSky Wealth Advisors, LLC
Size
15.2 MB
Category
Business
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© BlueSky Wealth Advisors, LLC 2016
Price
Free

Supports

  • Family Sharing

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

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