Canopy Wealth app for iPhone and iPad

4.6 ( 3136 ratings )

Business Finance
Developer: ERn Financial, LLC

Free

Current version: 5.9.0, last update: 8 months ago
First release : 10 Oct 2018
App size: 34.14 Mb

Canopy Wealth Management clients can view their entire financial picture, with detailed asset and account information, customized performance reporting, document sharing, and convenient advisor updates.