HoyleCohen Client Portal app for iPhone and iPad
4.2 (
4912 ratings )
Finance
Developer: Tamarac Inc.
Free
Current version: 2.0.395329, last update: 4 years agoFirst release : 30 Dec 2014
App size: 51.55 Mb
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!