Hewins Financial | Wipfli Hewins Client Portal
By Tamarac Inc.
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Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad® is a convenient and secure way for our investors to monitor their financial portfolios.
- Stay on top of your investments - even when on the go.
- Run reports at any time to view up-to-date investment information. Drill-down into portfolio information for powerful insights.
- Advisor View for iPad automatically downloads the latest pricing information for you. The portfolio information in Advisor View is based on pricing from the prior business day, so you can see up-to-date information about your portfolio.
- View all of your accounts on the web. Advisor View for iPad shows your complete investment portfolio so you can get the entire picture.
What's New in Version 1.6
To further protect your data, we have substantially improved security around the process for resetting passwords for access to the portal. Now, when you reset your password, you will receive a secure link that expires 24 hours after the link is generated.
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- Category: Finance
- Updated: Apr 27, 2017
- Version: 1.6
- Size: 14.3 MB
- Language: English
- Seller: Tamarac Inc.
- © 2015 Hewins Financial Advisors, LLC
Compatibility: Requires iOS 7.0 or later. Compatible with iPad.