Klingman & Associates
Everyone
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About this app
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.
• And more!
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files.
• And more!
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What’s new
See your complete financial picture and interact with your financial advisor.
Everyone
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About the developer
Klingman & Associates, LLC
bweiner@klingmanria.com
1133 Avenue Of The Americas Ste 3110
New York, NY 10036
United States
+1 717-517-1343