Screenshots

Description

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.
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!

Information

Seller
Ogorek Wealth Management, LLC
Size
52.4 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
© 2018 Ogorek Wealth Management, LLC
Price
Free

Supports

  • Family Sharing

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

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