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Wealthspire Client Portal

Finance

Free

Wealthspire Client Portal

by Sontag Advisory LLC

5.0 (3) v2.0.806019 67 MB Universal 17+

Screenshots

Description

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.
• And more!

What's new (v2.0.806019)

Bug fixes and performance improvements.
• Updated the app logo
• Updated screenshots