See your complete financial picture and interact with your financial advisor. 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.
• 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!
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Claim ownership of Kingsbridge Wealth Management now to connect this app to others
and join networking groups. You need to have the authority to claim this app on behalf of its publisher Kingsbridge Wealth Management.