| 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
- 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
Not found ☹️
Rankings
Not found ☹️
Lists
Not found ☹️
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 to download. 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.
You may also like
-
- Wealthjar Client Portal
- iOS Apps: Finance By: Wealthjar Client Portal
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.1040826 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 ... ⥯
-
- Vector Wealth Client Portal
- iOS Apps: Finance By: Vector Wealth Client Portal
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.1021006 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 ... ⥯
-
- 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 ... ⥯
-
- Rice Partnership Client Portal
- iOS Apps: Finance By: Rice Partnership Client Portal
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.1032688 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 ... ⥯
-
- Canopy Client Portal
- iOS Apps: Finance By: Canopy Tax
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 16,689 (4.9) Version: 1.25.4 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: 4.0.39 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: 1.2.13 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, ⥯
-
- 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 ... ⥯
-
- 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 ... ⥯
-
- Rockbridge Client Portal
- iOS Apps: Finance By: Rockbridge Investment Management, LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.1171028 The Rockbridge Client Portal provides an intuitive dashboard to monitor your investment portfolio, secure document vault and interactive reporting all in a secure and easy-to-use ... ⥯
-
- CPN Client Portal
- iOS Apps: Finance By: CPN Investment Management LLP
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 1.1 At CPN we always stay technology focused and ensure we are looking forward and in line with changing consumer attitudes. We have therefore developed our client portal, available on ... ⥯
-
- Prospera Client Portal
- iOS Apps: Finance By: Prospera Financial Services, Inc
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 1 (2.0) Version: 1.89 The Prospera Client Portal enables authorized Prospera clients to access portfolio data in a simple, elegant interface. Requirements: You must be an authorized user for the mobile ... ⥯