The Client Central 2.0 mobile 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 platform. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your wealth advisor. • Trade activity and transactions. • And more!
Finance · iPhone, iPad, Android · Free
Rating: 5.0 out of 5, based on 1 user ratings.
