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Lutz Financial


4.6 ( 4016 ratings )
Værktøjer Finansforhold Erhverv
Forfatter: Lutz Financial Services, LLC
Gratis

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.