Rickey Advisors
com.advisorlynx.mobileadvisor.leonard
View detailed information for Rickey Advisors — ratings, download counts, screenshots, pricing and developer details. See integrated SDKs and related technical data.
Total installs
100+
Rating
5.0(1 reviews)
Released
October 18, 2013
Last updated
December 14, 2024
Category
Finance
Developer
Leonard Rickey Investment Advisors, PLLC
Developer details
Name
Leonard Rickey Investment Advisors, PLLC
E-mail
unknown
Website
https://bestpathforward.com/
Country
unknown
Address
unknown
Screenshots
Description
The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.
Features Include:
View your portfolio holdings and asset allocation
Track your balance and account performance
Link your outside accounts and bank accounts to see your total financial picture in one place
Securely store and share documents with your advisor
Access your financial plan and track the progress toward your goals
Run “what-if” scenarios to see how different decision affect your plan
Access key reports on demand including transaction history, tax statements, monthly and quarterly statements
Access the news feed from your advisor to stay up to date
Connect with your advisor through the app