Wipfli Financial Advisors, LLC 2.0.685974

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
EXCELLENT User Rating

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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