Sigma Investment Counselors против North Berkeley Wealth Использование & Stats

This app provides access to your Sigma Portal to view an intuitive dashboard of your finances, document vault, interactive reports, Money Guide Pro, and more – all in a secure and easy to use mobile app. TOP FEATURES • Sigma dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your wealth advisor. • Money Guide Pro access to view your holistic financial plan. • Access to your service team contact information. • And more!