Forvis Mazars Private Client
3.7.0 by BKD Wealth Advisors, LLC (0 Reviews) September 21, 2024
Latest Version
Version
3.7.0
3.7.0
Update
September 21, 2024
September 21, 2024
Developer
BKD Wealth Advisors, LLC
BKD Wealth Advisors, LLC
Categories
Finance
Finance
Platforms
iOS
iOS
File Size
38.8 MB
38.8 MB
Downloads
0
0
License
Free
Free
Report
Report a Problem
Report a Problem
More About Forvis Mazars Private Client
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 you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
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