Glassman Wealth app for iPhone and iPad
4.6 (
8736 ratings )
Finance
Developer: Tamarac Inc.
Free
Current version: 2.0, last update: 6 years agoFirst release : 16 Jun 2015
App size: 50.65 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!