Wipfli Financial Advisors, LLC 2.0.685974

Wipfli Financial Advisors, LLC – Freeware – iOS
out of 4 votes

Latest Version
2.0.685974 Safe to install

The Wipfli Financial app offers a comprehensive financial management experience through its user-friendly mobile platform. It features a robust dashboard that presents an overview of your financial status, along with tools designed to assist in budgeting and reporting.

Key Features:

Interactive dashboard that provides a holistic view of your financial landscape.
Dynamic reports presenting up-to-date information on investments.
Document vault enabling secure transmission and reception of files with your financial advisor.
Additional features designed to enhance your financial planning and management experience.

Overview

Wipfli Financial Advisors, LLC is a Freeware software in the category Business developed by Wipfli Financial Advisors, LLC.

The latest version of Wipfli Financial Advisors, LLC is 2.0.685974, released on 12/23/2024. It was initially added to our database on 12/23/2024.

Wipfli Financial Advisors, LLC runs on the following operating systems: iOS.

Users of Wipfli Financial Advisors, LLC gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

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