Lutz Financial app for iPhone and iPad

4.4 ( 1184 ratings )

Utilities Finance
Developer: Lutz Financial Services, LLC

Free

Current version: 5.5.2, last update: 6 months ago
First release : 02 Sep 2016
App size: 32.56 Mb

This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.

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