Henssler Planning Portal vs Schubert & Company Usage & Stats
An intuitive financial dashboard that displays information on your financial accounts and provides access to your document vault, interactive reports 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 viewing files from your wealth adviser.
- Apple App Store
- Free
- Finance
Store Rank
- -
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!
- Apple App Store
- Free
- Finance
Store Rank
- -
Henssler Planning Portal VS. 
Schubert & CompanyJanuary 1, 2025