Wipfli Financial Advisors, LLC 2.0.685974
Wipfli Financial Advisors, LLC ❘ FreewareiOS
out of 4 votes
Latest Version
2.0.685974 Safe to install
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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