Vývojář: Spring Delta Asset Management, LLC (1)
Cena: Zdarma
Hodnocení: 0 
Recenze: 0 Napsat recenzi
Seznamy: 0 + 0
Body: 0 + 0 ¡
App Store

Popis

Spring Delta Asset Management
The financial mobile app, developed in partnership with the Orion advisor platform, offers clients of your investment advisory firm a modern, secure, and intuitive way to manage their wealth on the go. Through this app, users can view real-time portfolio values, monitor investment performance, and track progress toward their personalized financial goals using interactive tools and dynamic dashboards.
Clients benefit from features such as:

- Account Aggregation: Consolidate and view all financial accounts, including investments, cash, credit, and liabilities, for a holistic financial overview.

- Performance Tracking: Access detailed performance reports, asset allocation breakdowns, and benchmark comparisons for each account.

- Financial Planning: Review and update financial plans, run retirement projections, and adjust assumptions using integrated planning tools.

- Document Vault: Securely store, access, and share important financial documents and statements with your advisor.

- Collaboration Tools: Schedule appointments, receive notifications, and communicate directly with your advisory team through the app.

- Custom Branding: The app can be white-labeled with your firm’s logo and colors, providing a consistent and professional client experience.

The app leverages Orion’s robust technology stack, integrating seamlessly with custodians and CRMs to streamline onboarding, account management, and ongoing client-advisor collaboration. With features like digital account opening, secure document sharing, and real-time updates, the app empowers clients to take control of their financial future while maintaining a close connection with their advisor—anytime, anywhere.
In summary, this Orion-powered mobile app delivers a fully branded, one-stop-shop for all your clients’ financial management needs, combining advanced technology with personalized advisory service for a superior wealth management experience.
Víc ↓

Novinky

  • Verze: 5.19.4
  • Aktualizováno:

Cena

  • Dnes: Zdarma
  • Minimální: Zdarma
  • Maximální: Zdarma
Sledovat ceny

Vývojář

Body

0 ☹️

Hodnocení

0 ☹️

Seznamy

0 ☹️

Recenze

Buďte první, kdo bude hodnotit 🌟

Další informace

Kontakty

Spring Delta Asset ManagementSpring Delta Asset Management Krátká adresa URL: Zkopírováno!
  • 🌟 Sdílet
  • App Store

Mohlo by se Vám také líbit

    • Clear Harbor Asset Management
    • iOS Aplikace: Finance  Podle: Clear Harbor Asset Management
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 2.0.1183322   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 ...
        ⥯ 
    • Great Basin Asset Management
    • iOS Aplikace: Finance  Podle: Great Basin Asset Management LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.90.1   The Great Basin Asset Management Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with the team in a simple, elegant interface. ...
        ⥯ 
    • Aureus Asset Management
    • iOS Aplikace: Finance  Podle: Aureus Asset Management, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.91   The Aureus mobile application allows authorized clients of Aureus Asset Management to easily access their financial portfolio and investment data through a sleek, user-friendly ...
        ⥯ 
    • Merit Asset Management
    • iOS Aplikace: Finance  Podle: MERIT ASSET MANAGEMENT LIMITED
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.6.1   Merit Asset Management is dedicated to global asset allocation and disruptive technology investments, operating in locations such as Hong Kong, Shenzhen, Beijing, Shanghai, Singapore, ...
        ⥯ 
    • M&F Asset Management Limited
    • iOS Aplikace: Finance  Podle: M&F Asset Management Limited
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 2.1.1   M&F Asset Management Limited is glad to launch a new one-stop mobile trading application which is a native app running on iOS Mobile. Its superior execution speed plus high degree of ...
        ⥯ 
    • TCP Asset Management
    • iOS Aplikace: Finance  Podle: TCP Asset Management, LLC
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 5.16.0   Stay informed about your financial future with our comprehensive investment app, designed to give you a clear overview of your portfolio. Connect and view all your investment accounts ...
        ⥯ 
    • Peak Asset Management
    • iOS Aplikace: Finance  Podle: Peak Asset
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 10.0.0   Provides an intuitive dashboard of your accounts, document vault, interactive reports and more.
        ⥯ 
    • Delta Wise
    • iOS Aplikace: Finance  Podle: Delta Wise
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.2.4   Delta Wise is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: Mutual Funds ...
        ⥯ 
    • Asset Kraft
    • iOS Aplikace: Finance  Podle: ASSET KRAFT INVESTMENTS PRIVATE LIMITED
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 0  Verze: 1.3.4   Asset Kraft is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds
        ⥯ 
    • Delta Community Credit Union
    • iOS Aplikace: Finance  Podle: Delta Community Credit Union
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 54,493 (4.9)  Verze: 2025.10.1.2   A Username and Password is required for logging into this app and can only be created when registering for online banking. To register for Delta Community s Online Banking service, ...
        ⥯ 
    • Spring Bank WI
    • iOS Aplikace: Finance  Podle: Spring Bank
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 30 (4.9)  Verze: 26.7.3   Spring Bank s Mobile Banking App puts the tools to manage your bank accounts in the palm of your hand. You can manage your accounts wherever you are, whenever you have a spare minute. ...
        ⥯ 
    • Delta Schools FCU
    • iOS Aplikace: Finance  Podle: Delta Schools Federal Credit Union
    • Zdarma  
    • Seznamy: 0 + 0  Hodnocení: 0  Recenze: 0
    • Body: 0 + 70 (4.8)  Verze: 20.1.238   Delta Schools Federal Credit Union Mobile provides members convenient access to our website, mobile check deposit, mobile banking, branch and contact information.
        ⥯ 

Mohlo by se Vám také líbit

Vyhledávací operátory, které můžete použít v AppAggu
Přidat do AppAgg
AppAgg
Začněte – je to zdarma.
Registrace
Přihlásit se