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Wipfli Financial Advisors, LLC

The Wipfli Financial app provides an intuitive financial dashboard of your finances, document vault, interacti...

Free

Store review

The Wipfli Financial app provides an intuitive financial dashboard of your finances, document vault, interactive reports, 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 sending and receiving files with your financial advisor.
And more!

Store rating

5

out of

4 reviews

Size

51.0 MB

Last update

June 18, 2020

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