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Wipfli Financial Advisors, LLC app for iPhone and iPad


4.6 ( 7136 ratings )
Finance
Developer: Tamarac Inc.
Free
Current version: 2.0.685974, last update: 1 year ago
First release : 01 May 2015
App size: 66.86 Mb

See your complete financial picture and interact with your financial advisor using the Hewins Financial app. The Hewins Financial 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!