Palumbo Wealth Management 17+
Palumbo Wealth Management
Designed for iPad
-
- Free
Screenshots
Description
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 your complete financial picture including portfolio performance, individual holdings, account transactions, and taxable gains/losses.
• Dynamic reports with current investment information and how they measure up compared to various benchmarks.
• Document center to securely monitor and display important financial and wealth planning documents including but not limited to: annuities, life insurance, durable power of attorney, etc.
• And much more!
What’s New
Version 2.0.1177609
Updated features and removed bugs.
App Privacy
The developer, Palumbo 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
- Palumbo Wealth Management, LLC
- Size
- 69.4 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
- © 2020 Palumbo Wealth Management, LLC
- Price
- Free