Screenshots

Description

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
• 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!

What’s New

Version 2.0.2553

“Bug fixes and performance improvements”
•Updated the app logo

Information

Seller
Clearwater Capital Partners, LLC
Size
53.9 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages
Age Rating
You must be at least 17 years old to download this app.
Unrestricted Web Access
Copyright
© 2019 Clearwater Capital Partners, LLC
Price
Free

Supports

  • Family Sharing

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

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