TWP Mobile

com.advisorlynx.mobileadvisor.twp

Total installs
100+
Rating
5.0(2 reviews)
Released
December 17, 2015
Last updated
September 10, 2024
Category
Finance
Developer
Total Wealth Planning, LLC
Developer details
Name
Total Wealth Planning, LLC
E-mail
unknown
Website
https://www.twpteam.com/
Country
unknown
Address
unknown
iOS SDKs

Screenshots

TWP Mobile Screenshot 1 - AppWisp.com
TWP Mobile Screenshot 2 - AppWisp.com
TWP Mobile Screenshot 3 - AppWisp.com
TWP Mobile Screenshot 4 - AppWisp.com

Description

View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.

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