Plain Wealth 1.20

Plain Solutions, LLC ❘ Freeware ❘
iOS
out of 4 votes

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The Plain Wealth App presents a significant advancement in financial management, designed to help users maintain a connection with their financial future. Exclusively available through Registered Independent Advisor (RIA) representatives or other finance and insurance professionals, this platform provides users with essential access to personalized financial information.

With a strong emphasis on security, the app employs industry-leading measures including two-factor authentication and biometric protection. This ensures that your financial data is accessible only to you, safeguarding your information while promoting ease of use.

To begin utilizing the app, users are required to collaborate with their Registered Independent Advisor (RIA) or relevant financial representative to establish an account. Following account creation, a simple app download is necessary. Users will then receive an onboarding link via email, along with detailed instructions for completing the initial login and setup process.

Once set up, the app facilitates straightforward access to your accounts, allowing for seamless engagement with your advisor or representative at your convenience.

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1.20

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