Wipfli Financial Advisors, LLC

Stay connected to your financial goals, wherever life takes you, with the Wipfli Financial Client Portal App. View your complete financial picture, interact with your advisor and track your account — all in a secure and easy-to-use mobile app.

What Features Are Available?

• Interactive and intuitive dashboard to keep you up to speed on your account
• Immediate access to current investment information and reports
• Document vault for securely storing files
• Tools to communicate and collaborate with your advisory team