Advus Wealthview
Developer: Advus Financial Partners, LLC
App Size: 132.2 MB
Release Date: Sep 22, 2020
Price: FREE
Finance »
Advus Wealthview
Screenshots for App
iPhone
iPhone X
iPad
More Screenshots for iPad
The WealthView application enables authorized ADVUS clients access their aggregated financial data through a simple, elegant interface. Dynamic reporting allows clients to analyze that data to help them remain on the path to realizing their financial goals.
TOP FEATURES
· Interactive Dashboard
· Customized, dynamic reporting
· Secure Document Vault
Requirements - You need to be a ADVUS client to access WelathView. If you would like to request access, please contact your ADVUS Advisor.
TOP FEATURES
· Interactive Dashboard
· Customized, dynamic reporting
· Secure Document Vault
Requirements - You need to be a ADVUS client to access WelathView. If you would like to request access, please contact your ADVUS Advisor.
Advus Wealthview 1.74 Update
Oct 28, 2023 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.
~Advus Financial Partners, LLC
~Advus Financial Partners, LLC
More Information about: Advus Wealthview
Price:
FREE
Version:
1.74
Compatibility:
Requires Requires iOS 12 or later
Size:
132.2 MB
Genre:
Finance
Release Date:
Sep 22, 2020
Last Update:
Oct 28, 2023
Content Rating:
4+
Developer:
Advus Financial Partners, LLC
Language:
English -
All Apps & Games Created by: Advus Financial Partners, LLC
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