Get your finances under control with a personal wealth app to help you manage your entire financial world.
Connect with your finance professionals, and store all your important documents - in one place.
Highlights of the Prime Advisory app include:
- Securely sharing documents with your financial professionals.
- Storing your important documents securely in the cloud. Rental statements can even be emailed by your agent directly to your portal.
- Giving guest access to trusted family members & finance professionals.