Lutz Financial

Developer: Lutz Financial Services, LLC

App Size: 55.4 MB

Release Date: Sep 2, 2016

Price: FREE

Price

FREE

Screenshots for App

iPhone

iPhone X

iPad

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This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.

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Lutz Financial 5.19.0 Update

Sep 2, 2016 Version History

- Customized Personal Finances layout within Accounts tab- Positions renamed to Allocation- Performance return chevrons- Repositioned date range calendar selection- Linking outside accounts- Minor UI changes and bug fixes

~Lutz Financial Services, LLC

More Information about: Lutz Financial

Price: FREE

Version: 5.19.0

Compatibility: Requires Requires iOS 15 or later

Bundle Id: com.advisorlynx.mobileadvisor.lutz

Size: 55.4 MB

Genre: Finance

Release Date: Sep 2, 2016

Last Update: Sep 2, 2016

Content Rating: 4+

Developer: Lutz Financial Services, LLC

Language: English -