Stay connected to your financial goals, wherever life takes you, with the Wipfli Financial Client Portal App. View your complete financial picture, interact with your advisor and track your account — all in a secure and easy-to-use mobile app.

What Features Are Available?

• Interactive and intuitive dashboard to keep you up to speed on your account
• Immediate access to current investment information and reports
• Document vault for securely storing files
• Tools to communicate and collaborate with your advisory team