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Manage your finances with a secure and intuitive mobile dashboard. Access interactive reports, budgeting tools, and a document vault for secure communication with your financial advisor.
2.0.1217680
May 8, 2024
Updated features and removed bugs.
FORVIS Private Client is a free mobile application designed to provide users with an intuitive financial dashboard, interactive reports, budgeting tools, and a secure document vault for communication with their financial advisor.
Yes, the app is designed to be secure and easy to use, featuring a document vault for securely sending and receiving files with your financial advisor.
FORVIS Private Client is available on iPhone and iPad devices.
The app was last updated on May 8, 2024, with version 2.0.1217680.
Key features include an interactive dashboard for a complete financial picture, dynamic reports with current investment information, and a document vault for secure file exchange with your financial advisor.
FORVIS Private Client has an age rating of 17+.
No, FORVIS Private Client does not contain advertisements.
FORVIS Private Client has a rating of 4.5 stars based on 2 ratings.