Confluence Wealth Management app for iPhone and iPad
4.6 (
8896 ratings )
Finance
Developer: Tamarac Inc.
Free
Current version: 2.0.2160, last update: 4 years agoFirst release : 17 Mar 2017
App size: 51.47 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!