App Profile: Wise Wealth

Wise Wealth's mobile application gives greater visibility into your overall financial picture. It provides the ability to:
• View your accounts in a consolidated manner
• Up-to-date performance returns on the household, account and portfolio levels
• Detailed information of the holdings that are held in your accounts
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Wise Wealth and your Wealth Advisor

To log in to the mobile application, use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist.

This application is free to download.