Canopy Wealth app for iPhone and iPad
4.8 (
3808 ratings )
Business
Finance
Developer:
ERn Financial, LLC
Free
Current version:
5.5.2, last update: 6 months ago
First release : 10 Oct 2018
App size: 32.83 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.