Vývojář: | CircleBlack, Inc. (58) | ||
Cena: | Zdarma | ||
Hodnocení: | 0 | ||
Recenze: | 0 Napsat recenzi | ||
Seznamy: | 0 + 0 | ||
Body: | 0 + 1 (5.0) ¡ | ||
App Store |
Popis

We provide a comprehensive set of services that cover all phases of your financial life, from focusing on the retirement you are dreaming of to planning for your children’s education. Whatever your life milestones are, Genera Advisors will listen to you and work with you to help you achieve them.
Plan Well. Live Life. Realize Your Dreams.
Snímky obrazovky





Novinky
- Verze: 23.3.2
- Aktualizováno:
- The Same, Complete Advisor-Client Experience on Web or Mobile with this update, Genera's mobile app is introducing significant enhancements such as
- Enhanced Folder Organization and Navigation
- Document Bidirectional Uploads, Downloads, edit and Sharing
- Embedded Media Player in Document Vault
- Multimedia Sharing & Consumption on Mobile
- User-Friendly Interface
- Light Mode
- Advanced Data Visualization
- Clustered Balance Widgets
- Toggle Big Number Visibility for Privacy Control
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
Sledovat ceny
Vývojář
- CircleBlack, Inc.
- Platformy: Android Aplikace (30) iOS Aplikace (28)
- Seznamy: 0 + 0
- Body: 0 + 25 ¡
- Hodnocení: 0
- Recenze: 0
- Slevy: 0
- Videa: 0
- RSS: Odebírat
Body
0 ☹️
Hodnocení
0 ☹️
Seznamy
0 ☹️
Recenze
Buďte první, kdo bude hodnotit 🌟
Další informace
- Verze: 23.3.2
- ID: com.genera
- Kategorie:
iOS Aplikace
›Finance
- OS:
iPad
,iPhone
,iOS 11.0 a vyšší
- Velikost:
27 Mb
- Podporovaný jazyk:
English
- Hodnocení obsahu:
4+
- App Store Hodnocení:
5.0
(1) - Aktualizováno:
- Datum vydání:
Kontakty
Mohlo by se Vám také líbit
-
- Waverly Advisors
- iOS Aplikace: Finance Podle: Waverly Advisors, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 1 (5.0) Verze: 5.16.0 This mobile application is available exclusively for Waverly Advisors' clients. The app allows you to view account valuation, performance, and reporting information for authorized ... ⥯
-
- Mayflower Advisors
- iOS Aplikace: Finance Podle: Mayflower Advisors
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 5 (5.0) Verze: 1.90.1 Mayflower Advisors clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data including managed ... ⥯
-
- Index Fund Advisors
- iOS Aplikace: Finance Podle: Index Fund Advisors, Inc
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 36 (4.9) Verze: 8.5 The IFA app, from Index Fund Advisors, is an educational resource for investors. Index Fund Advisors provides personalized fiduciary wealth services to help clients achieve their ... ⥯
-
- Acumen Wealth Advisors, LLC®
- iOS Aplikace: Finance Podle: Acumen Wealth Advisors
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 1 (5.0) Verze: 7.4.0 Acumen Wealth Advisors is thrilled to offer clients our new app to help you view your complete financial picture and connect with your Acumen team. The Acumen Wealth Advisors app ... ⥯
-
- Rightwealth Advisors
- iOS Aplikace: Finance Podle: Rightwealth Advisors, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.90.1 The Rightwealth Advisors Mobile phone application enables authorized clients to view and manage their investment accounts in a simple, elegant interface: Access your investment ... ⥯
-
- Fiducient Advisors
- iOS Aplikace: Finance Podle: Fiducient Advisors LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 4 (4.0) Verze: 1.90.1 The Fiducient Advisors mobile phone application enables authorized Fiducient Advisors clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a ... ⥯
-
- Old Town Advisors
- iOS Aplikace: Finance Podle: Old Town Advisors, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.90.1 The Old Town Advisors Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Old Town Advisors Team in a simple, elegant ... ⥯
-
- Crestwood Advisors
- iOS Aplikace: Finance Podle: Crestwood Advisors Group LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 4 (5.0) Verze: 1.90.1 The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be ... ⥯
-
- EQ Wealth Advisors
- iOS Aplikace: Finance Podle: EQ Wealth Advisors, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.90.1 Easily access all your financial data through your tablet or mobile device. The EQ Wealth Advisors app enables authorized users to access their portfolio and communicate with their ... ⥯
-
- Home Mortgage Advisors
- iOS Aplikace: Finance Podle: Home Mortgage Advisors Ltd
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 25.9.001 With Home Mortgage Advisors, we lead you through a tailored home buying process. Quickly navigate the home loan experience with confidence. Created to streamline the process from start ⥯
-
- Echo45 Advisors
- iOS Aplikace: Finance Podle: Echo45 Advisors
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 5.14.0 Mobile access to your Echo45 Portal. View your portfolio holdings, current value, performance reporting, account activity and any additional information Echo45 Advisors has shared with ⥯
-
- Bloom Advisors Client Portal
- iOS Aplikace: Finance Podle: Bloom Advisors
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 1 (5.0) Verze: 1.90.1 The Bloom Advisors Mobile phone application provides authorized clients with access to portfolio data in a simple, elegant interface. Only authorized clients have access. If you would ... ⥯
-
- TruWealth Advisors
- iOS Aplikace: Finance Podle: TruWealth Advisors, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 0 Verze: 1.90.1 The TruWealth Advisors mobile application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a registered TruWealth Advisor ... ⥯
-
- Warren Street Wealth Advisors
- iOS Aplikace: Finance Podle: Warren Street Wealth Advisors, LLC
- Zdarma
- Seznamy: 0 + 0 Hodnocení: 0 Recenze: 0
- Body: 0 + 2 (4.5) Verze: 5.19.1 Manage your financial future with confidence and convenience. The Warren Street Wealth Advisors app provides secure, on-the-go access to your investment performance, holdings, ... ⥯