This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, Krilogy team contact information, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
· Interactive dashboard showing you your complete financial picture.
· Dynamic reports with current investment information.
· Document vault for securely storing, sending, and receiving files with your wealth advisor.
· And more!
TOP FEATURES
· Interactive dashboard showing you your complete financial picture.
· Dynamic reports with current investment information.
· Document vault for securely storing, sending, and receiving files with your wealth advisor.
· And more!
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