WJ Interests Client Portal app for iPhone and iPad

4.2 ( 9872 ratings )

Finance
Developer: Tamarac Inc.

Free

Current version: 2.0.997929, last update: 1 year ago
First release : 19 Apr 2016
App size: 65.99 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!