Features North Berkeley Wealth
See your complete financial picture and interact with your financial advisor.
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 you your complete financial picture.• Dynamic reports with current investment information.• Document vault for securely viewing files from your financial advisor.• And more!
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
See the North Berkeley Wealth in Action
Get the App Today
Available for Android 8.0 and above