| 開發人員: | GeoWealth Management, LLC (21) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| App Store | |||
描述
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 CreativeOne Wealth 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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- 最小值: 免費
- 最大值: 免費
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- GeoWealth Management, LLC
- 平台: Android 應用程式 (10) iOS 應用程式 (11)
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其他資訊
CreativeOne Wealth 縮短網址: 已複製!- 🌟 分享
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