Wipfli Financial Advisors, LLC 17+

Wipfli Financial Advisors, LLC

    • 5.0 • 4 Ratings
    • Free

Screenshots

Description

The Wipfli Financial 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!

What’s New

Version 2.0.685974

Performance updates

Ratings and Reviews

5.0 out of 5
4 Ratings

4 Ratings

App Privacy

The developer, Wipfli Financial Advisors, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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