| 開發人員: | Excel Net Solutions Private Limited (152) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| App Store | |||
描述
* Mutual Funds
* Equity Shares
* Bonds
* Fixed Deposits
* PMS
* Insurance
Key Features:
* Complete Portfolio report download including all assets.
* View historical Performace of your Portfolio easily
* Transaction statement of any period
* 1 Click Statement of Account Download for any Asset Management Company in India
* Advanced Capital Gain Reports
* Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
* SIP Report to be informed of your Running and Upcoming SIPs, STPs.
* Insurance list to keep track of premiums to be paid.
* Folio details registered with each AMC.
Calculators and Tools available:
* Retirement Calculator
* SIP Calculator
* SIP Delay Calculator
* SIP Step up Calculator
* Marriage Calculator
* EMI Calculator
新功能
- 版本: 3.2.9
- 發佈日期:
- - AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Excel Net Solutions Private Limited
- 平台: iOS 應用程式 (152)
- 清單: 0 + 0
- 點數: 4 + 230 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
點數
0 ☹️
排名
0 ☹️
清單
0 ☹️
評測
成為第一個評論 🌟
其他資訊
Plan Ahead Wealth Advisors 縮短網址: 已複製!- 🌟 分享
- App Store
你可能還喜歡
-
- Cerro Pacific Wealth Advisors
- iOS 應用程式: 財經 由: Cerro Pacific Wealth Advisors
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 4 (5.0) 版本: 2.0.1254759 This Cerro Pacific Wealth Advisors app provides a dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. ... ⥯
-
- Solid Point Wealth Advisors
- iOS 應用程式: 財經 由: Solid Point Wealth Advisors
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 2.0.1180292 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 ... ⥯
-
- Robinson Smith Wealth Advisors
- iOS 應用程式: 財經 由: Robinson Smith Wealth Advisors
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 2.0.1200667 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 ... ⥯
-
- Warren Street Wealth Advisors
- iOS 應用程式: 財經 由: Warren Street Wealth Advisors, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 2 (4.5) 版本: 5.19.1 Manage your financial future with confidence and convenience. The Warren Street Wealth Advisors app provides secure, on-the-go access to your investment performance, holdings, ... ⥯
-
- Turtle Creek Wealth Advisors
- iOS 應用程式: 財經 由: Turtle Creek Wealth Advisors LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.91 The Turtle Creek app provides comprehensive wealth reporting. Please contact your Client Advisor for login credentials. ⥯
-
- Acumen Wealth Advisors, LLC®
- iOS 應用程式: 財經 由: Acumen Wealth Advisors
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 10.3.0 Acumen Wealth Advisors is thrilled to introduce our new mobile app designed to give you a complete view of your financial world and seamless access to your Acumen team. The Acumen ... ⥯
-
- EQ Wealth Advisors
- iOS 應用程式: 財經 由: EQ Wealth Advisors, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.90.1 Easily access all your financial data through your tablet or mobile device. The EQ Wealth Advisors app enables authorized users to access their portfolio and communicate with their ... ⥯
-
- Sackett Wealth Advisors
- iOS 應用程式: 財經 由: Sackett Wealth Advisors
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 5 (5.0) 版本: 2.0.1248545 Sackett Wealth Advisors is thrilled to welcome our clients to use our new app to provide you with reliable information for confident decisions. This app provides an intuitive financial ⥯
-
- Geometric Wealth Advisors
- iOS 應用程式: 財經 由: Geometric Wealth Advisors, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.19.0 Geometric Wealth Advisors' mobile client portal allows you to view account balances, performance data, and statements. ⥯
-
- Ridgeline Wealth Advisors
- iOS 應用程式: 財經 由: Ridgeline Wealth Advisors, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.19.0 Client portal for clients of Ridgeline Wealth Advisors, LLC ⥯
-
- Choice Wealth Advisors
- iOS 應用程式: 財經 由: Choice Wealth Advisors, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 3 (5.0) 版本: 5.16.0 This mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor. ⥯
-
- Heartwood Wealth Advisors
- iOS 應用程式: 財經 由: Heartwood Wealth Advisors
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 1.91 The Heartwood Wealth Advisors Mobile application enables authorized clients to access investment portfolio data in a simple, clean interface. ⥯
-
- River Wealth Advisors
- iOS 應用程式: 財經 由: River Wealth Advisors
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 2.0.1196722 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 ... ⥯
-
- JFS Wealth Advisors, LLC
- iOS 應用程式: 財經 由: JFS Wealth Advisors, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 2.0.1069211 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 ... ⥯