OverRidgeWealth app for iPhone and iPad

4.6 ( 8336 ratings )

Business Finance
Developer: Lee Johnson Capital Management LLC

Free

Current version: 4.1.0, last update: 4 years ago
First release : 10 May 2018
App size: 13.2 Mb

OverRidgeWealth Mobile App allows clients to monitor their performance of their investments anytime and anywhere. OverRidgeWeatlh offers clients a secure and user-friendly portal for mobile access to their portfolio positions. Other features include: holdings summary access, performance reporting (individual asset details), protected with touch ID, retirement calculators, news & market commentary, and advisor contact information.

Please Note- OverRidgeWealth Mobile App can only be accessed by OverRidge Wealth Advisors clients. If you are interested in becoming a client, please contact: customerservice@overridge.com.