Palumbo Wealth Management против WealthView Использование & Stats

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 your complete financial picture including portfolio performance, individual holdings, account transactions, and taxable gains/losses. • Dynamic reports with current investment information and how they measure up compared to various benchmarks. • Document center to securely monitor and display important financial and wealth planning documents including but not limited to: annuities, life insurance, durable power of attorney, etc. • And much more!