| Utvecklare: | Insight 2811, Inc. (1) | ||
| Pris: | Gratis | ||
| Betyg: | 0 | ||
| Recensioner: | 0 Skriv en recension | ||
| Listor: | 0 + 0 | ||
| Poäng: | 0 + 0 ¡ | ||
| App Store | |||
Beskrivning
Requirements: You need to be a client of AZA Capital Management with proper authorization. If you would like to request access, please contact your service team at AZA Capital Management.
Nya
- Version: 5.16.0
- Uppdaterad:
- - Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Pris
- Idag: Gratis
- Minsta: Gratis
- Maximalt: Gratis
Bevaka priser
Utvecklare
- Insight 2811, Inc.
- Plattformar: iOS Appar (1)
- Listor: 0 + 0
- Poäng: 0 + 0 ¡
- Betyg: 0
- Recensioner: 0
- Rabatter: 0
- Videor: 0
- RSS: Prenumerera
Poäng
0 ☹️
Betyg
0 ☹️
Listor
0 ☹️
Recensioner
Var den första att granska 🌟
Ytterligare information
Kontakter
- Webbplats:
https://www.azacapital.com/
AZA Client Portal Kort webbadress: Kopierad!- 🌟 Dela
- App Store
Du kanske också gillar
-
- Wealthjar Client Portal
- iOS Appar: Ekonomi Av: Wealthjar Client Portal
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 2.0.1040826 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ... ⥯
-
- Sittner & Nelson Client Portal
- iOS Appar: Ekonomi Av: Sittner & Nelson Client Portal
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 2.0.1154088 This app, designed for clients of Sittner & Nelson, provides an intuitive financial dashboard of your finances, document vault, interactive reports, and more all in a secure and easy ... ⥯
-
- Kohmann Bosshard Client Portal
- iOS Appar: Ekonomi Av: Kohmann Bosshard Client Portal
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 3 (5.0) Version: 2.0.1059034 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ... ⥯
-
- Canopy Client Portal
- iOS Appar: Ekonomi Av: Canopy Tax
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 17,551 (4.9) Version: 1.28.1 Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client ... ⥯
-
- Progeny Client Portal
- iOS Appar: Ekonomi Av: Progeny Wealth Limited
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 2.3 Progeny Client Portal is a service provided by Progeny Wealth Limited and powered by moneyinfo that gives you a complete picture of your financial life. Think of it as your digital ... ⥯
-
- Errante Client Portal
- iOS Appar: Ekonomi Av: Errante
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 1 + 1 (5.0) Version: 1.2.16 Errante clients can create, verify, and fund their account using our user-friendly app. Errante offers clients the ability to control their account using our user-friendly app. Create, ⥯
-
- Merriman Client Portal
- iOS Appar: Ekonomi Av: Merriman Wealth Management, LLC
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 1 (5.0) Version: 2.0.1114015 See your complete financial picture and interact with your financial advisor using the Merriman Client Portal app. The Merriman Client Portal app provides an intuitive financial ... ⥯
-
- Jefferies Client Portal
- iOS Appar: Ekonomi Av: Jefferies LLC
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 1 (5.0) Version: 3.2 The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all ... ⥯
-
- ITC Client Portal
- iOS Appar: Ekonomi Av: Independent Trustee Company Ltd
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 1.5 The ITC Client Portal contains the following features: · Summary of scheme assets · Document repository for key documents such as client annual scheme reports · Facility to complete a ... ⥯
-
- Rockbridge Client Portal
- iOS Appar: Ekonomi Av: Rockbridge Investment Management, LLC
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 2.0.1171028 The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting all in a secure and easy-to-use ... ⥯
-
- CPN Client Portal
- iOS Appar: Ekonomi Av: CPN Investment Management LLP
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 1.1 At CPN we always stay technology focused and ensure we are looking forward and in line with changing consumer attitudes. We have therefore developed our client portal, available on ... ⥯
-
- Prospera Client Portal
- iOS Appar: Ekonomi Av: Prospera Financial Services, Inc
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 1 (2.0) Version: 1.90.1 The Prospera Client Portal enables authorized Prospera clients to access portfolio data in a simple, elegant interface. Requirements: You must be an authorized user for the mobile ... ⥯
-
- TaxDome Client Portal
- iOS Appar: Ekonomi Av: TaxDome
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 22,767 (4.9) Version: 3.21.1 This app is for clients of firms using TaxDome to work and communicate with their accountants, tax professionals and bookkeepers. Through this secure application, you can: * Review and ⥯
-
- Divergent Client Portal
- iOS Appar: Ekonomi Av: Divergent Planning, LLC
- Gratis
- Listor: 0 + 0 Betyg: 0 Recensioner: 0
- Poäng: 0 + 0 Version: 5.16.0 This Mobile App allows you to view account information, balances and easily contact your advisor at Divergent Planning. ⥯