The Ullman Wealth Management app provides our exclusive clients with an intuitive and secure platform for accessing their investment portfolios on-the-go.
- Access account values
- Review transactions
- View current investments on an individual portfolio basis and across all your portfolios
- Updated asset allocation summaries
- Supports Touch ID and Face ID
*Please note that this application is only available for clients of Ullman Wealth Management Inc.
If you have any questions about your portfolios, please do not hesitate to contact us and we will be pleased to assist.
- Access account values
- Review transactions
- View current investments on an individual portfolio basis and across all your portfolios
- Updated asset allocation summaries
- Supports Touch ID and Face ID
*Please note that this application is only available for clients of Ullman Wealth Management Inc.
If you have any questions about your portfolios, please do not hesitate to contact us and we will be pleased to assist.
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