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Tondryk Wealth Management app for iPhone and iPad


4.8 ( 2208 ratings )
Business Finance
Developer: GeoWealth Management, LLC
Free
Current version: 2.0.9, last update: 4 years ago
First release : 04 Mar 2020
App size: 20.96 Mb

Tondryk Wealth Management mobile app provides greater visibility into both clients overall financial picture and Tondryk Wealth Managements wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Tondryk Wealth Management and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.