| Entwickler: | Sowell Management (2) | ||
| Preis: | Kostenlos | ||
| Klassifizierungen: | 0 | ||
| Rezensionen: | 0 Rezension schreiben | ||
| Listen: | 0 + 0 | ||
| Punkte: | 0 + 0 ¡ | ||
| Google Play | |||
Beschreibung
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 FLEX Connect 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.
This application is free to download.
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Preis
- Heute: Kostenlos
- Mindestens: Kostenlos
- Maximale: Kostenlos
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Entwickler
- Sowell Management
- Plattformen: Android Apps (1) iOS Apps (1)
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- Klassifizierungen: 0
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- Rabatte: 0
- Videos: 0
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Weitere informationen
- Version: 3.4.0
- Kategorie:
Android Apps›Finanzen - Betriebssysteme:
Android 7.0 - Größe:
24 Mb - Altersfreigabe:
Everyone - Google Play Bewertung:
0 - Aktualisiert:
- Veröffentlichungsdatum:
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- Google Play
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