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: 7 months agoFirst 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.