Sequoia Connect

158 installs
ratings

Sequoia Connect Summary

Sequoia Connect is a Android app in the Finance category, developed by Sequoia Financial Group, LLC. First released 2 years ago(Nov 2023), the app has accumulated 158+ total installs

Store info: Last updated on Google Play on Nov 1, 2023 .


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Screenshots

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App Description

An intuitive financial dashboard of your finances

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 your complete financial picture.
• Dynamic reports with current investment information.
• Balance sheet with linked account reporting to view all your assets in one place.
• Document vault for securely viewing files from your wealth advisor.
• Advisor access to your personalized reporting.
• And more!