Lutz Financial

com.advisorlynx.mobileadvisor.lutz

Total installs
0+
Rating
0.0
Released
September 2, 2016
Last updated
December 14, 2024
Category
Finance
Developer
Lutz Financial Services, LLC
Developer details
Name
Lutz Financial Services, LLC
E-mail
unknown
Website
https://www.lutz.us/services/lutzfinancial/
Country
unknown
Address
unknown
iOS SDKs

Screenshots

Lutz Financial Screenshot 1 - AppWisp.com
Lutz Financial Screenshot 2 - AppWisp.com
Lutz Financial Screenshot 3 - AppWisp.com
Lutz Financial Screenshot 4 - AppWisp.com

Description

This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.