Vývojář: Uptick Partners, LLC (4)
Cena: Zdarma
Hodnocení: 0 
Recenze: 0 Napsat recenzi
Seznamy: 0 + 0
Body: 0 + 2 (5.0) ¡
App Store

Popis

Holistic Planning+
Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.

See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more.

KEY FEATURES:

- View portfolios in real time
- Simplified reporting and access
- Sync held-away accounts
- Accessible from anywhere
- Receive notifications from your advisor
Víc ↓

Snímky obrazovky

#1. Holistic Planning+ (iOS) Podle: Uptick Partners, LLC
#2. Holistic Planning+ (iOS) Podle: Uptick Partners, LLC
#3. Holistic Planning+ (iOS) Podle: Uptick Partners, LLC
#4. Holistic Planning+ (iOS) Podle: Uptick Partners, LLC

Novinky

  • Verze: 1.4
  • Aktualizováno:
  • New Previews and Screenshots available

Cena

  • Dnes: Zdarma
  • Minimální: Zdarma
  • Maximální: Zdarma
Sledovat ceny

Vývojář

Body

0 ☹️

Hodnocení

0 ☹️

Seznamy

0 ☹️

Recenze

Buďte první, kdo bude hodnotit 🌟

Další informace

Holistic Planning+Holistic Planning+ Krátká adresa URL: Zkopírováno!
  • 🌟 Sdílet
  • App Store

Mohlo by se Vám také líbit

    • Holistic Money
    • iOS Aplikace: Finance  Podle: HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 3 (5.0)  Verze: 9.0.4   Holistic Money is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - ...
        ⥯ 
    • Holistic BD
    • iOS Aplikace: Finance  Podle: Holistic Brokerage, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.92   Leverage our extensive financial expertise with the Holistic Brokerage app. We provide holistic investment solutions and exceptional service, combining personalized insights with ...
        ⥯ 
    • The Retirement Planning Group
    • iOS Aplikace: Finance  Podle: The Retirement Planning Group
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 4 (5.0)  Verze: 1.92   The Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download ...
        ⥯ 
    • Cornerstone Planning
    • iOS Aplikace: Finance  Podle: Cornerstone Planning Group, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.92   The Cornerstone Planning Group mobile allows clients to have access to everything financial in their lives at any time. Cornerstone clients will have access to all portfolio data and ...
        ⥯ 
    • Capital Planning Advisors
    • iOS Aplikace: Finance  Podle: Capital Planning Advisors, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 5.16.0   Capital Planning Advisor's mobile application allows authorized users to view account valuation, performance, and reporting information in an application developed specifically for ...
        ⥯ 
    • PlanMode Financial Planning
    • iOS Aplikace: Finance  Podle: Sawhney Systems
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 104 (4.3)  Verze: 8   COMPREHENSIVE FINANCIAL PLANNING This app is for use by individuals for personal financial planning. It provides you with a powerful planning tool for answers to questions like- Should
        ⥯ 
    • Money Planning Professional
    • iOS Aplikace: Finance  Podle: Pahol Siriluangtong
    • * Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 1 + 0  Verze: 2.3   Money Planning helps you to manage your financial life easily. You can record and see your money transaction history. Money Planning helps you to plan the schedule for your money ...
        ⥯ 
    • WealthBuilder Planning
    • iOS Aplikace: Finance  Podle: MRA ADVISORY GROUP, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 2 (5.0)  Verze: 5.19.0   WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. ...
        ⥯ 
    • JCWT - Estate Planning
    • iOS Aplikace: Finance  Podle: Start Software
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.0.3   Organise and manage your asset portfolio effortlessly with the JCWT Estate Planning app. Here s how you can enhance your financial management and estate planning: Keep track of ...
        ⥯ 
    • Money - Financial Planning
    • iOS Aplikace: Finance  Podle: Cosmic Web SRL
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 3 (3.3)  Verze: 2.7.7   Save your money to buy the things you ve always dreamt of. Picture your brand new phone, a classy dress, a car or a vacation in an exotic country. You can obtain all these things only ...
        ⥯ 

Mohlo by se Vám také líbit

Vyhledávací operátory, které můžete použít v AppAggu
Přidat do AppAgg
AppAgg
Začněte – je to zdarma.
Registrace
Přihlásit se