The IronBridge Private Wealth client app provides a comprehensive and detailed view of your investments and financial plan. This easy-to-navigate app allows customization so you can prioritize the data most important to you.
Within the app you can view many reports, including:
– Performance
– Allocation
– Allocation Over Time
– Financial Plan Score
– Private Investments
– Real Estate Holdings
– Statistical Analysis
– Link outside accounts
– Many more…
Download the app today and regain confidence in your wealth management team.