Ogorek Wealth Management, LLC против Castlepoint Wealth Advisors Использование & Stats
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
- Бесплатный
- Финансы
Рейтинг магазина
- -
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.
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
- Apple App Store
- Бесплатный
- Финансы
Рейтинг магазина
- -
Ogorek Wealth Management, LLC VS. 
Castlepoint Wealth Advisorsянварь 1, 2025