Marks Wealth app for iPhone and iPad

4.2 ( 9232 ratings )

Business Finance
Developer: Marks Wealth, LLC

Free

Current version: 5.5.2, last update: 6 months ago
First release : 05 Feb 2021
App size: 32.81 Mb

This app has many features that clients will be able to view from their cell phone or tablet. There will be more features to come in the as time goes on.

Current Features:
Custodian Statements (Schwab)
Performance Reporting
Current investment holdings
Portfolio Value