Sequoia Connect app for iPhone and iPad

4.2 ( 9552 ratings )

Finance
Developer: Sequoia Financial Advisors, LLC

Free

Current version: 7.5.0, last update: 3 hours ago
First release : 31 Oct 2023
App size: 36.89 Mb

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!