Instead of waiting for a quarterly or annual report, clients can simply download the Wealth Engineers app and securely log in to their account from an iPhone, iPad, or Android device.
Once in the app, a client can view real-time account activity, detailed portfolio holdings, and beautiful performance charts.
The app also provides a unique way for clients to collaborate with Wealth Engineers, as it allows the client and their advisor to see the exact same information and reports.
This means that whether a client is on the road, at home, or in the office, it couldn't be easier to discuss their portfolio with their advisor.
“Most financial advisors deliver a static performance report once a quarter, meaning their clients are essentially in the dark the rest of the year. With the Wealth Engineers app, our clients can see exactly what is going on with their account and how their portfolio is performing anytime and from almost any mobile device,” said Jonathan Duong, CFA, President and Founder of Wealth Engineers
The Wealth Engineers app is now available for the firm’s clients to download for free in both the Apple App Store and the Google Play Store. Please visit www.WealthEngineersLLC.com for more information about the app or Wealth Engineers.
About Wealth Engineers
Wealth Engineers is a fee-only, independent Registered Investment Advisor (RIA) serving clients in Denver, CO, Los Angeles, CA, and across the country. The firm works with a select group of clients who desire an alternative to the high costs and conflicts of interest of a typical financial advisor. Wealth Engineers specializes in helping busy professionals, entrepreneurs, and professional athletes to navigate the unique financial challenges they each face and build a more confident path to achieving their goals.
If you would like more information about this topic, please contact Jonathan Duong, CFA at 303-500-3245 or email at JDuong@WealthEngineersLLC.com.