Sequoia Connect 对比 Sittner & Nelson Client Portal 的使用情况和统计数据

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 your complete financial picture. • Dynamic reports with current investment information. • Balance sheet with linked account reporting to view all your assets in one place. • Document vault for securely viewing files from your wealth advisor. • Advisor access to your personalized reporting. • And more!