开发人员: | Jefferies LLC (4) | ||
价格: | 免费 | ||
排名: | 0 | ||
评价: | 0 我要评价 | ||
列表: | 0 + 0 | ||
积分: | 0 + 1 (5.0) ¡ | ||
App Store |
说明

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.
屏幕截图



价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
可选
开发人员
- Jefferies LLC
- 平台: iOS 应用 (4)
- 列表: 0 + 0
- 积分: 0 + 6 ¡
- 排名: 0
- 评价: 0
- 折扣: 0
- 视频: 0
- RSS: 订阅
积分
未找到 ☹️
排名
未找到 ☹️
列表
未找到 ☹️
评价
抢先评价一下吧 🌟
其他信息
您可能还喜欢
-
- Wealthjar Client Portal
- iOS 应用: 财务 来自: Wealthjar Client Portal
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Vector Wealth Client Portal
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Sittner & Nelson Client Portal
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Kohmann Bosshard Client Portal
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 3 (5.0) 版本: 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 应用: 财务 来自: Rice Partnership Client Portal
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Canopy Tax
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 16,641 (4.9) 版本: 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 应用: 财务 来自: Jefferies LLC
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 1 (5.0) 版本: 4.0.34 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 应用: 财务 来自: Progeny Wealth Limited
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Errante
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 1 + 1 (5.0) 版本: 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 应用: 财务 来自: Merriman Wealth Management, LLC
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 1 (5.0) 版本: 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 应用: 财务 来自: Independent Trustee Company Ltd
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Rockbridge Investment Management, LLC
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: CPN Investment Management LLP
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Prospera Financial Services, Inc
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 1 (2.0) 版本: 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 ... ⥯