This App allows clients to view account information and balances.
EverspireConnect — description
This is the official mobile portal for existing clients of Everspire. This app offers a minimalist view of your investments with personal reporting available for download.
The lack of features in this application underscores another Everspire advantage: Simplicity. Our clients do not need a folder full of complicated apps that offer investment automation, tax harvesting, data aggregation, free trades, news feeds, quotes, questionnaires, new accounts, deposits, performance alerts, planning, financial calculators and other useless clutter. They have been enjoying the "latest" technology for years because they have people.
To explore some of the ways we fuse professionals with cutting edge technology to make financial goals reality, visit:
www.PlanInvestRelax.com
"Simplicity is the ultimate sophistication." -Leonardo da Vinci
Latest version
Version
4.1.0
Update
Jun 6, 2018
Package ID
com.advisorlynx.mobileadvisor.aegis
What's new
Jun 6, 2018
Everspire provides professional financial planning by CERTIFIED FINANCIAL PLANNER™ professionals, plan implementation with licensed advisors, and personalized investment solutions.