North Berkeley Wealth

Name: North Berkeley Wealth
Author: North Berkeley Investment Partners, LLC

by North Berkeley Investment Partners, LLC

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💰 Finance

Free

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Details

Released
Updated
Version
Compatibility
Age Rating
Size
Devices
Data updated
Languages

November 20, 2019
March 5, 2024
2.0.1195913
iOS 10.0+
17+
65.42MB
iPhone, iPad, iPod
2 months ago

Features

macOS Compatibility

Developer

North Berkeley Investment Partners, LLC

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About

This 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 viewing files from your financial advisor. • And more!