| 개발자: | Spring Delta Asset Management, LLC (1) | ||
| 가격: | 무료 | ||
| 순위: | 0 | ||
| 리뷰: | 0 리뷰 작성 | ||
| 목록: | 0 + 0 | ||
| 포인트: | 0 + 0 ¡ | ||
| App Store | |||
기술
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.
새로운 기능
- 버전: 5.19.4
- 업데이트:
가격
- 오늘: 무료
- 최소: 무료
- 최대: 무료
가격 추적
개발자
- Spring Delta Asset Management, LLC
- 플랫폼: iOS 앱 (1)
- 목록: 0 + 0
- 포인트: 0 + 0 ¡
- 순위: 0
- 리뷰: 0
- 할인: 0
- 동영상: 0
- RSS: 구독
포인트
0 ☹️
순위
0 ☹️
목록
0 ☹️
리뷰
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추가 정보
주소록
- 웹사이트:
https://springdelta.com/
Spring Delta Asset Management 단축 URL: 복사됨!- 🌟 공유하기
- App Store
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