Back to deals
VestGen Wealth Partners

Finance

Free

VestGen Wealth Partners

by Vestgen Wealth Partners

5.0 (1) v5.19.0 53 MB Universal 4+

Description

VestGen Mobile allows you to access your accounts managed and stay up to date with your investments wherever you use your mobile devices. You can view your individual account values and holdings, access your document vault to view signed account documents, the Quarterly Report Packages as well as integration of custodial documents to obtain account statements, tax documents and notifications via e-delivery.

What's new (v5.19.0)

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes