Advus Wealthview app for iPhone and iPad
4.8 (
5168 ratings )
Finance
Developer: Advus Financial Partners, LLC
Free
Current version: 1.81, last update: 4 months agoFirst release : 22 Sep 2020
App size: 123.42 Mb
The WealthView application enables authorized ADVUS clients access their aggregated financial data through a simple, elegant interface. Dynamic reporting allows clients to analyze that data to help them remain on the path to realizing their financial goals.
TOP FEATURES
· Interactive Dashboard
· Customized, dynamic reporting
· Secure Document Vault
Requirements - You need to be a ADVUS client to access WelathView. If you would like to request access, please contact your ADVUS Advisor.