IronBridge Client Portal app for iPhone and iPad

4.0 ( 6640 ratings )

Finance
Developer: IronBridge Private Wealth

Free

Current version: 3.10.0, last update: 1 month ago
First release : 30 Sep 2024
App size: 39.54 Mb

The IronBridge Private Wealth client app provides a comprehensive and detailed view of your investments and financial plan. This easy-to-navigate app allows customization so you can prioritize the data most important to you.

Within the app you can view many reports, including:
- Performance
- Allocation
- Allocation Over Time
- Financial Plan Score
- Private Investments
- Real Estate Holdings
- Statistical Analysis
- Link outside accounts
- Many more…

Download the app today and regain confidence in your wealth management team.