Live Oak Investment Partners app for iPhone and iPad

4.4 ( 5824 ratings )

Finance
Developer: Live Oak Investment Partners, LLC

Free

Current version: 1.69, last update: 9 months ago
First release : 28 Jul 2020
App size: 125.93 Mb

See your complete financial picture and interact with your financial advisor.

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES:

Interactive dashboard showing your complete financial picture.

Dynamic reports with current investment information.

Document vault for securely sending and receiving files with your financial advisor.

And more!