| Dezvoltator: | Sowell Management (2) | ||
| Preț: | Gratuit | ||
| Clasificări: | 0 | ||
| Recenzii: | 0 Scrie o recenzie | ||
| Liste: | 0 + 0 | ||
| Punctele: | 0 + 0 ¡ | ||
| Google Play | |||
Descriere
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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- Sowell Management
- Platforme: Android Aplicații (1) iOS Aplicații (1)
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- FLEX Connect Mobile
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Fii primul care a revizuit 🌟
Informații suplimentare
- Versiune: 3.4.0
- Categorie:
Android Aplicații›Finanţe - SO:
Android 7.0 - Mărimea:
24 Mb - Evaluarea conținutului:
Everyone - Google Play Evaluare:
0 - Actualizată:
- Data lansării:
FLEX Connect Mobile Adresă URL scurtă: Copiate!- 🌟 Trimite
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