| Developer: | Spring Delta Asset Management, LLC (1) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 0 ¡ | ||
| App Store | |||
Description
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.
What's new
- Version: 5.19.4
- Updated:
Price History
- Today: Free
- Minimum: Free
- Maximum: Free
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Developer
- Spring Delta Asset Management, LLC
- Platforms: iOS Apps (1)
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- Reviews: 0
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Additional Information
Contacts
- Website:
https://springdelta.com/
«Spring Delta Asset Management» is a Finance app for iOS, developed by «Spring Delta Asset Management, 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. Available languages: English. AppAgg continuously tracks the price history, ratings, and user feedback for «Spring Delta Asset Management». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
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