Ogorek Wealth Management, LLC im Vergleich zu Castlepoint Wealth Advisors Nutzung und Statistiken
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!
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
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Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault–
TOP FEATURES
• Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement.
• Dynamic reports with current investment information.
• Document vault for securely viewing files.
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- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Ogorek Wealth Management, LLC VS. 
Castlepoint Wealth AdvisorsJanuar 1, 2025