MONTAG Wealth Management 17+
MONTAG Wealth Management
Designed for iPad
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor.
MONTAG provides this FREE app for clients to track their investments with an intuitive financial dashboard, document vault, interactive reports, and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete investment picture.
• Document vault for securely viewing files.
• Dynamic reports with current portfolio information.
• And more!
What’s New
Version 2.0.1242040
Updated features and removed bugs
App Privacy
The developer, MONTAG Wealth Management, 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
- A. Montag & Associates, Inc.
- 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
- © 2024 A. Montag & Associates, Inc.
- Price
- Free