Rockbridge Client Portal 17+
Rockbridge Investment Management, LLC
Designed for iPad
-
- Free
Screenshots
Description
See your complete financial picture and interact with your financial advisor.
The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting – all in a secure and easy-to-use mobile app.
TOP FEATURES:
• Interactive dashboard providing a complete picture of your investment assets.
• Dynamic reports with relevant information about your investment portfolio.
• Secure document vault for sharing important files with your Rockbridge advisor.
• Contact information for your personal Rockbridge team...and more!
What’s New
Version 2.0.1171028
Updated features and removed bugs.
App Privacy
The developer, Rockbridge Investment 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
- Rockbridge Investment 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
- © 2020 Rockbridge Investment Management, LLC
- Price
- Free