Merriman Client Portal 17+
Merriman Wealth Management, LLC
Designed for iPad
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor.
See your complete financial picture and interact with your financial advisor using the Merriman Client Portal app. The Merriman Client Portal 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 viewing files from your financial advisor.
• And more!
What’s New
Version 2.0.1114015
Updated features and removed bugs.
Ratings and Reviews
App Privacy
The developer, Merriman Wealth Management, 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
Information
- Seller
- Merriman Wealth Management, LLC
- Size
- 68.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 10.0 or later.
- iPad
- Requires iPadOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
- Age Rating
- 17+ Unrestricted Web Access
- Copyright
- © 2023 Merriman Wealth Management, LLC.
- Price
- Free