Features FirstWave
“The FirstWave Pipeline” Client Portal Mobile App allows you to easily view your customized client portal on your preferred mobile device.
As a valued client of FirstWave Financial, the mobile app provides access to the secure and intuitive information tool for document sharing needs to and from your WealthCoaches and team.
This tool provides digital access to your customized quarterly reports, freedom to view your personal accounts day or night, and visual overview of your portfolio details updated daily.
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 FirstWave in Action
Get the App Today
Available for Android 8.0 and above