Merriman Client Portal 2.0.1114015
Free Version
Publisher Description
See your complete financial picture and interact with your financial advisor.
See your complete financial picture and interact with your financial advisor using the Merriman Client Portal app. The Merriman Client Portal 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 viewing files from your financial advisor.
• And more!
Jul 18, 2023
Version 2.0.1114015
Updated features and removed bugs.
About Merriman Client Portal
Merriman Client Portal is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Merriman Client Portal is Merriman Wealth Management, LLC. The latest version released by its developer is 2.0.1114015.
To install Merriman Client Portal on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-07-18 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Merriman Client Portal as malware if the download link is broken.
How to install Merriman Client Portal on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Merriman Client Portal is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Merriman Client Portal is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
