Concepteur: Start Software (37)
Prix: Gratuit
Classements: 0 
Avis: 0 Rédiger un avis
Listes: 0 + 0
Points: 0 + 0 ¡
App Store

Description

CTT Private Client
The Legacy Portal app helps you keep track of your assets and their value.

Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app.

Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too.

If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance.

Legacy Portal —easy, safe & secure.
plus ↓

Captures d'écran

#1. CTT Private Client (iOS) De: Start Software
#2. CTT Private Client (iOS) De: Start Software
#3. CTT Private Client (iOS) De: Start Software

Nouveautés

  • Version: 1.0.5
  • Mis à jour:
  • Fixed orientation issue in certain versions of iOS

Prix

  • Aujourd’hui: Gratuit
  • Minimum: Gratuit
  • Maximum: Gratuit
Suivre l'évolution des prix

Concepteur

Points

0 ☹️

Classements

0 ☹️

Listes

0 ☹️

Avis

Soyez le premier à donner votre avis 🌟

Informations supplémentaires

CTT Private ClientCTT Private Client URL courte: Copié!
  • 🌟 Partager
  • App Store

Découvrez également

    • SMI Private Client
    • iOS Applications: Finance  De: SMI Advisory Services, LLC
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 1 (5.0)  Version: 2.0.1155282   The SMI Private Client app allows our clients to check balances, view transactions, track performance, monitor financial plans, view statements and tax forms, and contact their advisor
        ⥯ 
    • Investec Private Client
    • iOS Applications: Finance  De: Investec Ltd
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 35 (3.3)  Version: 3.80.0   Effortless banking and investing at your fingertips Daily transactional banking made easy Make payments, add beneficiaries, transfer funds, check and redeem Investec Rewards point, buy
        ⥯ 
    • Private Ocean, LLC
    • iOS Applications: Finance  De: Private Ocean, LLC
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 0  Version: 2.0.1056204   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 ...
        ⥯ 
    • Private Advisory
    • iOS Applications: Finance  De: Private Advisory Group LLC
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 0  Version: 5.17.0   Access your financial data, view a comprehensive dashboard of your finances, store documents securely, explore interactive reports, and communicate with your financial advisor all with
        ⥯ 
    • Silicon Private Wealth
    • iOS Applications: Finance  De: Silicon Private Wealth LLC
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 0  Version: 1.0   Silicon Private Wealth (SPW Advisors) offers secure, on-the-go access to your investment accounts, performance reports, and financial planning tools all backed by the trusted expertise
        ⥯ 
    • Client Access
    • iOS Applications: Finance  De: Raymond James Financial
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 143 (4.0)  Version: 4.18.0   Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment ...
        ⥯ 
    • Private Invest
    • iOS Applications: Finance  De: UniCredit
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 0  Version: 2.4.9   Private Invest is a wealth management application for UniCredit Private Banking clients. The app gives you the opportunity to follow your financial situation anytime, anywhere. Follow ...
        ⥯ 
    • Client Loop: Tasks into Profit
    • iOS Applications: Finance  De: Latif YAVER
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 0  Version: 1.0   Client Loop: Tasks to Profit Your ultimate tool for managing clients and tasks! Designed for entrepreneurs, freelancers, beauty professionals, and anyone who works closely with ...
        ⥯ 
    • Banco CTT
    • iOS Applications: Finance  De: Banco CTT, S.A.
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 5 (2.4)  Version: 2.71.4   The app of Banco CTT allows you to access in a very simple and quick way to your everyday bank transactions. Consult your global position, check account balances and last movements, ...
        ⥯ 
    • Jain Privy Client Desk
    • iOS Applications: Finance  De: Jain Privy Client Private Limited
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 0  Version: 1.3   Jain Privy Client Desk help clients to track their family mutual funds, PMS and AIF investment details. After successful login, the Welcome screen displays the Dashboard where client ...
        ⥯ 
  • Nouvel
    • Peapack Private Treasury
    • iOS Applications: Finance  De: Peapack Private Bank & Trust
    • Gratuit  
    • Listes: 0 + 0  Classements: 0  Avis: 0
    • Points: 0 + 0  Version: 1.0.1   Peapack Private Bank & Trust enables you to manage your business finances anytime and anywhere from your mobile device. The Peapack Private Treasury App offers the convenience and ...
        ⥯ 

Découvrez également

Opérateurs de recherche compatibles avec AppAgg
Ajouter à AppAgg
AppAgg
Lancez-vous, c'est gratuit.
Inscription
Connexion