| 개발자: | Sowell Management (2) | ||
| 가격: | 무료 | ||
| 순위: | 0 | ||
| 리뷰: | 0 리뷰 작성 | ||
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| 포인트: | 0 + 0 ¡ | ||
| Google Play | |||
기술
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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- FLEX Connect Mobile
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FLEX Connect Mobile 단축 URL: 복사됨!- 🌟 공유하기
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