Cypress Wealth app for iPhone and iPad

4.6 ( 2656 ratings )

Finance Business
Developer: Cypress Wealth Services, LLC

Free

Current version: 5.9.0, last update: 5 months ago
First release : 24 Jun 2020
App size: 34.13 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 you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!