Apella Mobile vs WealthBrain Utilisation & Stats

The Apella Wealth mobile application is a convenient, and readily accessible tool, that we have generated for our clients. As part of our commitment to high-quality client service, this application allows you to view your current portfolio values, review your asset allocation, and contact your advisor directly with any specific inquiries you may have. We invite you to make use of all it has to offer and we hope you’ll contact us with any questions or comments.