| 개발자: | Start Software (31) | ||
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기술
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.
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- Start Software
- 플랫폼: Android 앱 (22) iOS 앱 (9)
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- Private Client Services
- iOS 앱: 금융 게시자: The Capital Group Companies Inc.
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 9 (4.4) 버전: 3.0.5 Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It s easier than ever to check balances, review asset ... ⥯
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- SMI Private Client
- iOS 앱: 금융 게시자: SMI Advisory Services, LLC
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 1 (5.0) 버전: 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 ⥯
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- Investec Private Client
- iOS 앱: 금융 게시자: Investec Ltd
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 32 (3.2) 버전: 3.59.0 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 ⥯
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- Private Asset Management, Inc.
- iOS 앱: 금융 게시자: Private Asset Management, Inc.
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 2.0.1082702 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 ... ⥯
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- Private Ocean, LLC
- iOS 앱: 금융 게시자: Private Ocean, LLC
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 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 ... ⥯
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- Private Advisory
- iOS 앱: 금융 게시자: Private Advisory Group LLC
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 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 ⥯
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- Private Wealth Advisors
- iOS 앱: 금융 게시자: Private Wealth Advisors
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 1 (5.0) 버전: 5.14.0 This app allows you to view account information, balances and access your financial planning portal. ⥯
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- FORVIS Private Client (BKDWA)
- iOS 앱: 금융 게시자: Forvis Mazars Wealth Advisors LLC
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 2 (4.5) 버전: 2.0.1217680 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 ... ⥯
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- Client Alley - Investor Desk
- iOS 앱: 금융 게시자: RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 2.0.4 The ClientAlley app, this app is provide more feasible features for show the user profile, this app is show that how to easily understand the investment status via app like user ... ⥯
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- Client Access
- iOS 앱: 금융 게시자: Raymond James Financial
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 125 (4.0) 버전: 4.16.1 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 ... ⥯
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- Private Invest
- iOS 앱: 금융 게시자: UniCredit
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 2.4.6 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 ... ⥯
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- Client Loop: Tasks into Profit
- iOS 앱: 금융 게시자: Latif YAVER
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 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 ... ⥯
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- Banco CTT
- iOS 앱: 금융 게시자: Banco CTT, S.A.
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 4 (2.5) 버전: 2.70.0 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, ... ⥯
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- Jain Privy Client Desk
- iOS 앱: 금융 게시자: Jain Privy Client Private Limited
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 1.2 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 ... ⥯