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Version
10.0.0
Size
37 MB
First release
Oct 10, 2025
Category
Finance
Description
from the App Store listing
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 viewing files from your financial advisor.
• And more!