開發人員: Uptick Partners, LLC (2)
價錢: 免費
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評測: 0 寫評論
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點數: 0 + 2 (5.0) ¡
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描述

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
更多 ↓

螢幕擷取畫面

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

新功能

  • 版本: 1.4
  • 發佈日期:
  • New Previews and Screenshots available

價錢

  • 今天: 免費
  • 最小值: 免費
  • 最大值: 免費
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其他資訊

聯絡人

Holistic Planning+Holistic Planning+ 縮短網址: 已複製!

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