開發人員:
價錢: 免費
排名: 0 
評測: 0 寫評論
清單: 0 + 0
點數: 0 + 1 (5.0) ¡
App Store

描述

Genera Advisors
At Genera Advisors we strive to enrich our clients’ lives by listening to their needs, understanding their objectives and delivering financial guidance that focus’ on each client as an individual. We pride ourselves on creating and maintaining long-term relationships with our clients, providing sound financial advice through education, transparent communication and a white-glove, personalized approach to client service.

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.
更多 ↓

螢幕擷取畫面

#1. Genera Advisors (iOS) 由: CircleBlack, Inc.
#2. Genera Advisors (iOS) 由: CircleBlack, Inc.
#3. Genera Advisors (iOS) 由: CircleBlack, Inc.
#4. Genera Advisors (iOS) 由: CircleBlack, Inc.
#5. Genera Advisors (iOS) 由: CircleBlack, Inc.

新功能

  • 版本: 23.3.2
  • 發佈日期:
  • 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

價錢

  • 今天: 免費
  • 最小值: 免費
  • 最大值: 免費
追蹤票價

開發人員

點數

未找到 ☹️

排名

未找到 ☹️

清單

未找到 ☹️

評測

成為第一個評論 🌟

其他資訊

聯絡人

Genera AdvisorsGenera Advisors 縮短網址: 已複製!

你可能還喜歡

    • Waverly Advisors
    • iOS 應用程式: 財經  由: Waverly Advisors, LLC
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 1 (5.0)   版本: 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 應用程式: 財經  由: Mayflower Advisors
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 5 (5.0)   版本: 1.89   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 應用程式: 財經  由: Index Fund Advisors, Inc
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 36 (4.9)   版本: 7.21   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 應用程式: 財經  由: Acumen Wealth Advisors
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 1 (5.0)   版本: 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 應用程式: 財經  由: Rightwealth Advisors, LLC
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 1.89   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 應用程式: 財經  由: Fiducient Advisors LLC
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 4 (4.0)   版本: 1.89   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 應用程式: 財經  由: Old Town Advisors, LLC
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 1.89.1   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 應用程式: 財經  由: Crestwood Advisors Group LLC
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 4 (5.0)   版本: 1.89   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 應用程式: 財經  由: EQ Wealth Advisors, LLC
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 1.89   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 應用程式: 財經  由: Home Mortgage Advisors Ltd
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 25.7.002   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 應用程式: 財經  由: Echo45 Advisors
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 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 應用程式: 財經  由: Bloom Advisors
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 1 (5.0)   版本: 1.89   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 應用程式: 財經  由: TruWealth Advisors, LLC
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 1.89   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 ...
        ⥯ 
    • Kingdom Advisors
    • iOS 應用程式: 財經  由: Kingdom Advisors, Inc
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 14 (5.0)   版本: 1.2.47   The Kingdom Advisors now app allows you to: - Manage your Redeeming Money Conference experience - Easily access hundreds of Kingdom Advisors' resources including popular videos and ...
        ⥯ 

你可能還喜歡

可搭配 AppAgg 使用的搜尋運算子
添加到 AppAgg
AppAgg
立即免费注册
註冊
登入