Lutz Financial

Name: Lutz Financial
Author: Lutz Financial Services, LLC

App Report, Market and Ranking Data

publisher

Lutz Financial Services, LLC

category

Business

price

Free

store

View in App Store

Reviews

0 (0)

United States

Description

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.

Category Ranking

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Review Breakdown

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Screenshots

Download & Revenue

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About

Bundle Id

com.advisorlynx.mobileadvisor.lutz

Min Os. Version

12.4

Release Date

Fri, Sep 2, 2016

Update Date

Sat, Jan 6, 2024

Content Rating

Has IMessage

Support Watch

Support Siri

File Size

32.84MB

Has Game Center

Family Sharing

Yes

Support Passbook

Supported Languages

English

Support

App Support Link

What's New

version

5.6.4

updated

3 months ago

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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