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App Description

The world of investment management and financial planning is changing rapidly, and Stevens Rich PLLC is committed to changing along with it, by constantly staying on the cutting edge of innovation to better serve our clients- whenever and wherever they are. Our mobile app provides a functional, attractive and user-friendly portal for our clients to access their most common administrative needs and applications on-demand and in the palm of their hand. We can fully leverage our partnerships with industry-leading tools from MoneyGuidePro, RiskAlyze and Marketing Pro. Clients can schedule appointments and attend a video conference - all without being tethered to a desktop computer. Lastly, our online presence allows us to bring the financial markets to our clients via their preferred medium- be it downloadable newsletters and market updates, audio podcasts and video presentations. They can download our most common documents and review their portfolios in real-time. All of this is part of our continued commitment to introducing all the resources of a world-class financial planning firm to the individual investors of the Texas Hill Country.


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