Precipio Wealth Management
Quickly view your financial picture and interact with your advisor team
Developer: Precipio Wealth Management
App Size: Varies With Device
Release Date: Nov 1, 2019
Price: Free
Finance
Precipio Wealth Management
Screenshots for App
Mobile
The Precipio Wealth Management mobile application enables authorized Precipio clients to access information and data about their investment portfolios in a simple yet elegant interface.
Requirement: Users need to be clients of Precipio Wealth Management LLC, a fee-only registered investment adviser firm, who have been authorized for the mobile application. To request access, please contact Precipio, its advisor representatives or client service administrators.
Requirement: Users need to be clients of Precipio Wealth Management LLC, a fee-only registered investment adviser firm, who have been authorized for the mobile application. To request access, please contact Precipio, its advisor representatives or client service administrators.
Precipio Wealth Management 1.74 Update
2023-10-28 Version History
* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
~Precipio Wealth Management
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.
~Precipio Wealth Management
More Information about: Precipio Wealth Management
Price:
Free
Version:
1.74
Downloads:
11
Compatibility:
Android 5.0
Bundle Id:
com.bdmobile.f278c
Size:
Varies With Device
Last Update:
2023-10-28
Content Rating:
Everyone
Release Date:
Nov 1, 2019
Content Rating:
Everyone
Developer:
Precipio Wealth Management
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