Introducing the Henssler Planning Portal Mobile App!
The Henssler Planning Portal Mobile App is available in the App Store for iPhone and iPad, and Google Play.
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Many of you have enjoyed the convenience of Henssler Financial’s online Planning Portal, receiving paperless statements, viewing account balances, and viewing reports, including asset allocations, holdings, and recent transactions.
We’re happy to bring you the same functionality to your smartphone with the Henssler Portal Mobile App. Like the online Planning Portal, our mobile app provides an intuitive financial dashboard that displays information on your financial accounts and provides access to your document vault, all in a secure and easy-to-use mobile app.
The Henssler Planning Portal Mobile App is available in the App Store for iPhone and iPad, and Google Play. The app is compatible with iPhones, iPads, and Android phones.
Features
- Interactive dashboard showing you our complete financial picture
- Dynamic reports with current investment information
- Asset allocation
- Net contributions and withdrawals
- Net worth
- Investment gain/loss
- Document vault for securely viewing files from your wealth adviser
- Paperless statements
- Secure communications from your Planning Team
- Secure online storage for important wealth documents