Marina Wealth 5.14.0

Marina Wealth Advisors ❘ Freeware ❘
iOS

Laatste versie
5.14.0 Veilig te installeren

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Marina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm catering to high net worth individuals. Our goal is to enable clients to focus on their personal lives and wealth growth by alleviating the burden of managing complex financial matters. MWA offers a team of experienced professionals who are committed to demonstrating unquestionable competence and capability, serving as your personal CFO.

The firm's mobile application provides clients with convenient access to their secure client portal. Users can review household and account information, monitor asset balances, analyze investment performance, assess the probability of financial plan success, view comprehensive balance sheets and net worth statements, track budgets, spending, and expenses, and communicate directly with their designated advisor.

Access to the app is available exclusively to existing MWA clients who have completed the necessary setup for portal access. For additional details about MWA’s services or to inquire about becoming a client, please contact us at [email protected].

Overzicht

Marina Wealth is Freeware software in de categorie Zakelijk ontwikkeld door Marina Wealth Advisors.

De nieuwste versie van Marina Wealth is 5.14.0, uitgegeven op 22-11-2025. Het werd aanvankelijk toegevoegd aan onze database op 22-11-2025.

Marina Wealth draait op de volgende operating systems: iOS.

Gebruikers van Marina Wealth gaven het een beoordeling van 5 op 5 sterren.

Schermafbeeldingen (Klik om te vergroten)

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Laatste versie
5.14.0

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