Left Brain Wealth
Everyone
info
5+
Downloads
Everyone
Learn more
About this app
Convenient, secure access to view your accounts
- Track your net worth including your managed investment portfolios
- View each of your accounts individually to further analyze performance, allocations and more
- Streamline communication with your financial advisor using two-way document sharing via the secure vault
- Receive notifications when your advisor has posted a document to your vault
- Track your net worth including your managed investment portfolios
- View each of your accounts individually to further analyze performance, allocations and more
- Streamline communication with your financial advisor using two-way document sharing via the secure vault
- Receive notifications when your advisor has posted a document to your vault
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
Learn more about how developers declare sharing
This app may collect these data types
Device or other IDs
Data isn’t encrypted
What’s new
Update Target API
Everyone
Learn moreApp support
phone
Phone number
+16305179300
About the developer
Left Brain Wealth Management, Llc
info@leftbrainwm.com
215 Shuman Blvd Ste 304
Naperville, IL 60563
United States
+1 630-635-8244