Grigg Financial Solutions

3.4.0

GeoWealth Management, LLC

0.00

0 reviews

Free

Download from the App Store Android version

About Grigg Financial Solutions

Grigg Financial Solutions is an overall app developed by GeoWealth Management, LLC.

How many times has Grigg Financial Solutions been downloaded?

What is the rating of Grigg Financial Solutions?

Grigg Financial Solutions has no ratings yet.

Is Grigg Financial Solutions free?

Grigg Financial Solutions is free to download. The APK download size is 17.07 MB. The latest version available is 3.4.0. The last update was on August 20, 2024.

What are the requirements for Grigg Financial Solutions?

The app has a content rating of Everyone. The app has been available on Google Play December 2019.

Description

Grigg Financial Solutions mobile app provides greater visibility into both clients' overall financial picture and Grigg Financial Solutions's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Grigg Financial Solutions and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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Alternative downloads for the Grigg Financial Solutions app

Changelog of Grigg Financial Solutions

No changelog data

Developer information for GeoWealth Management, LLC

GeoWealth Management, LLC

Address:

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Technologies used by Grigg Financial Solutions

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More apps

Price	Free to download
Rating	No ratings
Ranking	Not ranked
Version	3.4.0
App download size	17.1 MB
Suitable for	Everyone

Grigg Financial Solutions

About Grigg Financial Solutions

How many times has Grigg Financial Solutions been downloaded?

What is the rating of Grigg Financial Solutions?

Is Grigg Financial Solutions free?

What are the requirements for Grigg Financial Solutions?

More data about Grigg Financial Solutions

Alternative downloads for the Grigg Financial Solutions app

More from GeoWealth Management, LLC

Changelog of Grigg Financial Solutions

Developer information for GeoWealth Management, LLC

Comments on Grigg Financial Solutions for iOS

App Store Rankings for Grigg Financial Solutions

Technologies used by Grigg Financial Solutions

Grigg Financial Solutions

About Grigg Financial Solutions

How many times has Grigg Financial Solutions been downloaded?

What is the rating of Grigg Financial Solutions?

Is Grigg Financial Solutions free?

What are the requirements for Grigg Financial Solutions?

More data about Grigg Financial Solutions

Alternative downloads for the Grigg Financial Solutions app

More from GeoWealth Management, LLC

Changelog of Grigg Financial Solutions

Developer information for GeoWealth Management, LLC

Share Grigg Financial Solutions

Comments on Grigg Financial Solutions for iOS

App Store Rankings for Grigg Financial Solutions

Technologies used by Grigg Financial Solutions