See your complete financial picture and interact with your financial advisor.
The Client Central 2.0 mobile 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 platform.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• Trade activity and transactions.
• And more!
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