| Vývojář: | GeoWealth Management, LLC (21) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 0 ¡ | ||
| Google Play | |||
Popis
For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Executive Wealth Management and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
Snímky obrazovky
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
Sledovat ceny
Vývojář
- GeoWealth Management, LLC
- Platformy: Android Aplikace (10) iOS Aplikace (11)
- Seznamy: 0 + 0
- Body: 0 + 0 ¡
- Hodnocení: 0
- Recenze: 0
- Slevy: 0
- Videa: 0
- RSS: Odebírat
Body
0 ☹️
Hodnocení
0 ☹️
Seznamy
0 ☹️
Recenze
Buďte první, kdo bude hodnotit 🌟
Další informace
- Verze: 3.4.1
- Kategorie:
Android Aplikace›Finance - OS:
Android 7.0 - Velikost:
24 Mb - Hodnocení obsahu:
Everyone - Google Play Hodnocení:
0 - Aktualizováno:
- Datum vydání:
Executive Wealth Management Krátká adresa URL: Zkopírováno!- 🌟 Sdílet
- Google Play
Mohlo by se Vám také líbit
-
- Keebeck Wealth Management
- Android Aplikace: Finance Podle: Keebeck Wealth Management
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 10.0.0 Keebeck Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial ... ⥯
-
- Kingsbridge Wealth Management
- Android Aplikace: Finance Podle: Kingsbridge Wealth Management
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 2.0.1262446 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, ... ⥯
-
- LGT Crestone Wealth Management
- Android Aplikace: Finance Podle: LGT Wealth Management
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 2.3 LGT Crestone s new client portal app is the easy and secure way to access your account and portfolio information while you re on the go. To access the app you must be a LGT Crestone ... ⥯
-
- Hollow Brook Wealth Management
- Android Aplikace: Finance Podle: Hollow Brook Wealth Management LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.91 The Hollow Brook mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a registered user that has ... ⥯
-
- RBA Wealth Management, LLC
- Android Aplikace: Finance Podle: RBA Wealth Management, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 2.25 Track your net worth including your managed investment portfolios View each of your accounts individually to further analyze performance, allocations and more Streamline communication ... ⥯
-
- Chicago Wealth Management, Inc
- Android Aplikace: Finance Podle: Chicago Wealth Management, Inc
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 2.02 Top Features - Interactive dashboard showing your complete investment picture - Dynamic reporting of your current investments - Document vault for secure transfer of files with your ... ⥯
-
- Schroders Wealth Management
- Android Aplikace: Finance Podle: Schroder Investment Management Ltd.
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 4.0.2 - Instant access to your portfolio value, performance and asset allocation - Visualise the impact of your investments on people and the planet - View and download documents including ... ⥯
-
- Aegis Wealth Management
- Android Aplikace: Finance Podle: GeoWealth Management, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 3.4.1 Aegis Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Aegis' wealth advisory services. For clients, the app lets you: View ... ⥯
-
- V M WEALTH MANAGEMENT
- Android Aplikace: Finance Podle: The Wealth Hub
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.8 Key Features- · Transact Online · View Investments Across All Assets Classes, AMC wise and Family wise · Recent Transactions for MF · Check Holding Report for MF · Factsheet · ... ⥯
-
- UBS Wealth Management
- Android Aplikace: Finance Podle: UBS AG
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 2,422 (4.4) Verze: 45.0.2 Simple, powerful, personalized The App is intended for UBS prospects and clients who are or may do business with U.S. registered UBS entities. Navigate your financial life with ... ⥯
-
- First Wealth Management
- Android Aplikace: Finance Podle: First National Bank of Hutchinson
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.91 Grow your wealth with the First Wealth Management App to view your managed investment accounts from anywhere. With this app, you can connect with your accounts and your financial ... ⥯
-
- Busey Wealth Management
- Android Aplikace: Finance Podle: Busey Bank
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.91 The Busey Wealth Management app enables clients to access portfolio data in a simple, intuitive interface. Exclusive to Black Diamond users, authorized access is required. To request ... ⥯
-
- Shepherd Wealth Management
- Android Aplikace: Finance Podle: CircleBlack, Inc
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 23.4.0 Shepherd Wealth Management is a distinguished financial institution that strives for excellence in delivering comprehensive financial solutions to a diverse clientele. We have been a ... ⥯
-
- Varda Wealth Management
- Android Aplikace: Finance Podle: FIINFRA
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.1 Varda Wealth Management is created for mutual fund investors to track and monitor their mutual fund schemes, request for portfolio reports, view transaction details, know upcoming SIPs ⥯