| 开发人员: | Spring Delta Asset Management, LLC (1) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 0 ¡ | ||
| App Store | |||
说明
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.
新版变化
- 版本: 5.19.4
- 已更新:
价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
可选
开发人员
- Spring Delta Asset Management, LLC
- 平台: iOS 应用 (1)
- 列表: 0 + 0
- 积分: 0 + 0 ¡
- 排名: 0
- 评价: 0
- 折扣: 0
- 视频: 0
- RSS: 订阅
积分
0 ☹️
排名
0 ☹️
列表
0 ☹️
评价
抢先评价一下吧 🌟
其他信息
通讯录
https://springdelta.com/Spring Delta Asset Management 短网址: 已复制!- 🌟 分享
- App Store
您可能还喜欢
-
- Clear Harbor Asset Management
- iOS 应用: 财务 来自: Clear Harbor Asset Management
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Great Basin Asset Management LLC
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 1.92 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 应用: 财务 来自: Aureus Asset Management, LLC
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 1.92 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 应用: 财务 来自: MERIT ASSET MANAGEMENT LIMITED
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: M&F Asset Management Limited
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 ... ⥯
-
- NorthStar Asset Management
- iOS 应用: 财务 来自: NorthStar Asset Management, Inc.
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 5.19.0 NorthStar Asset Management client portal - performance, appraisals, documentation. ⥯
-
- Weber Asset Management, Inc.
- iOS 应用: 财务 来自: Weber Asset Management, Inc.
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 2.0.1178919 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, and more all in a secure and easy to use mobile app. ⥯
-
- TCP Asset Management
- iOS 应用: 财务 来自: TCP Asset Management, LLC
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Peak Asset
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 10.0.0 Provides an intuitive dashboard of your accounts, document vault, interactive reports and more. ⥯
-
- Delta Wise
- iOS 应用: 财务 来自: Delta Wise
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: ASSET KRAFT INVESTMENTS PRIVATE LIMITED
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 0 版本: 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 应用: 财务 来自: Delta Community Credit Union
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 54,552 (4.9) 版本: 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 应用: 财务 来自: Spring Bank
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 30 (4.9) 版本: 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 应用: 财务 来自: Delta Schools Federal Credit Union
- 免费
- 列表: 0 + 0 排名: 0 评价: 0
- 积分: 0 + 70 (4.8) 版本: 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. ⥯