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See your complete financial picture and interact with your financial advisor.
Version | 2.0.461231 (461400) |
Updated | Aug 01, 2019 (1 year ago) |
Developer | Shorepoint Capital Partners |
Category | Apps, Finance |
ID | com.shorepointcap.mobile |
Installs | 100+ |
See your complete financial picture and interact with your financial advisor. This 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 mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
Email: luis@shorepointpartners.com
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