4.9/5
( 063+ reviews)
Features Merriman Client Portal
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 you your complete financial picture.• Dynamic reports with current investment information.• Document vault for securely viewing files from your financial advisor.• And more!
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Financial Tools
Manage your finances and track your expenses easily.
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Food & Dining
Discover recipes and order food from your favorite restaurants.
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Secure & Private
Your data is protected with industry-leading security protocols.
Screenshots
See the Merriman Client Portal in Action
Get the App Today
Download on Google Play
Available for Android 8.0 and above