| 開發人員: | Elevation Wealth Partners, LLC (1) | ||
| 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
Personal wealth management doesn't have to be complicated. At Elevation Wealth Partners, we empower our clients to make intelligent financial decisions that lead to better outcomes and help them reach their goals. The Elevation Wealth app provides an intuitive dashboard of your investments, assets, financial goals, reports, and documents - all in a secure and easy-to-use mobile app.
KEY BENEFITS
A personalized, interactive dashboard that displays your complete financial picture.
Dynamic reports with current investment information.
Account aggregation so all your investment and asset information are in one, easy to access, place.
A document vault for securely viewing files from your wealth advisor.
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價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
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開發人員
- Elevation Wealth Partners, LLC
- 平台: iOS 應用程式 (1)
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其他資訊
- 版本: 2.0.1289737
- 類別 :
iOS 應用程式›財經 - OS:
Apple Watch,iPad,iPhone,iOS 10.0 以上版本 - 大小:
65 Mb - 內容分級:
17+ - App Store 評分:
0 - 發佈日期:
- 發行日期:
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