Brighton Jones Client Portal app for iPhone and iPad
4.4 (
6064 ratings )
Finance
Developer: Tamarac Inc.
Free
Current version: 2.0.966196, last update: 1 year agoFirst release : 16 Feb 2017
App size: 65.51 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!