| Developer: | Jefferies LLC (4) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 1 (5.0) ¡ | ||
| App Store | |||
Description
Top Features:
· Customized and interactive dashboard displaying a holistic view of your financial portfolio
· Sophisticated reports with current investment information
· Document vault to view files securely from your client team
· And more!
Clients First. Always.
Screenshots
Price History
- Today: Free
- Minimum: Free
- Maximum: Free
Track prices
Developer
- Jefferies LLC
- Platforms: iOS Apps (4)
- Lists: 0 + 0
- Points: 0 + 6 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 0
- RSS: Subscribe
Points
0 ☹️
Rankings
0 ☹️
Lists
0 ☹️
Reviews
Be the first to review 🌟
Additional Information
Contacts
https://www.jefferieswealthmanagement.com/ «Jefferies Client Portal» is a Finance app for iOS, developed by «Jefferies LLC». It was first released on and last updated on . This app is currently free. This app has not yet received any ratings or reviews on AppAgg. On App Store, the current store rating is 5.0 based on 1 votes. AppAgg continuously tracks the price history, ratings, and user feedback for «Jefferies Client Portal». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
Jefferies Client Portal Short URL: Copied!- 🌟 Share
- App Store
You may also like
-
- MPW Client Portal
- iOS Apps: Finance By: MPW Client Portal
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 1.91 The MPW Client Portal mobile application is designed to provide McLaughlin Private Wealth clients secure, convenient access to their financial information anytime, anywhere. Whether at ⥯
- New
- OpenArc Client Portal
- iOS Apps: Finance By: OpenArc Client Portal
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 8 (5.0) Version: 1.91 The OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips. ⥯
-
- Sittner & Nelson Client Portal
- iOS Apps: Finance By: Sittner & Nelson Client Portal
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.1154088 This app, designed for clients of Sittner & Nelson, provides an intuitive financial dashboard of your finances, document vault, interactive reports, and more all in a secure and easy ... ⥯
-
- Kohmann Bosshard Client Portal
- iOS Apps: Finance By: Kohmann Bosshard Client Portal
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 3 (5.0) Version: 2.0.1059034 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ... ⥯
-
- Client Portal by ZealousWeb
- iOS Apps: Finance By: Kandarp Bhatt
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 1.3 Client Portal by ZealousWeb is a secure and easy-to-use app designed to keep clients connected with their projects. The app provides a simple way to stay informed, track progress, and ... ⥯
-
- Canopy Client Portal
- iOS Apps: Finance By: Canopy Tax
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 17,776 (4.9) Version: 1.30.1 Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client ... ⥯
-
- Jefferies Wealth Management
- iOS Apps: Finance By: Jefferies LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 1 (5.0) Version: 4.0.40 Jefferies Wealth Management mobile application allows you to manage your financial profile in an efficient and user-friendly enviroment for both tablet and phone. Through the Jefferies ⥯
-
- Progeny Client Portal
- iOS Apps: Finance By: Progeny Wealth Limited
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.3 Progeny Client Portal is a service provided by Progeny Wealth Limited and powered by moneyinfo that gives you a complete picture of your financial life. Think of it as your digital ... ⥯
-
- Errante Client Portal
- iOS Apps: Finance By: Errante
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 1 + 1 (5.0) Version: 1.2.19 Errante clients can create, verify, and fund their account using our user-friendly app. Errante offers clients the ability to control their account using our user-friendly app. Create, ⥯
- New
- 3Roots Client Portal
- iOS Apps: Finance By: 3Roots Wealth Partners LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 5.20.4 Rooted in Trust. Growing Together. The 3Roots Client Portal is your secure, personalized gateway to your financial world. Designed exclusively for clients of 3Roots Wealth Partners, ... ⥯
-
- Merriman Client Portal
- iOS Apps: Finance By: Merriman Wealth Management, LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 1 (5.0) Version: 2.0.1114015 See your complete financial picture and interact with your financial advisor using the Merriman Client Portal app. The Merriman Client Portal app provides an intuitive financial ... ⥯
-
- MCF Client Portal
- iOS Apps: Finance By: The Onin Group
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 1 (5.0) Version: 1.0.1 The Factoring Client Portal app provides secure, on-the-go access for businesses to manage their factoring transactions and credit workflows. Designed exclusively for registered ... ⥯
-
- ITC Client Portal
- iOS Apps: Finance By: Independent Trustee Company Ltd
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 1.5 The ITC Client Portal contains the following features: · Summary of scheme assets · Document repository for key documents such as client annual scheme reports · Facility to complete a ... ⥯
-
- Abundance Client Portal
- iOS Apps: Finance By: Abundance Wealth Counselors
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 10.0.0 'Take control of your financial future with the Abundance Client Portal, an easy-to-use app built for Abundance clients. Whether you're planning for retirement, building wealth, or ... ⥯