Programista: Whitefoord LLP (1)
Cena: Bezpłatny
Rankingi: 0 
Opinie: 0 Napisać recenzję
Listy: 0 + 0
Punkty: 0 + 0 ¡
App Store

Opis

Verso IM Client Portal
A clear, uncomplicated view of your investment portfolio.

As an app on your tablet and smartphone, your investments are beautifully brought together under a single login, accessible to you at any time, wherever you are.

Everything summarised:

The Verso IM Client Portal app gives you a snapshot of your investment portfolio and an easy navigation point to everything you need. You can see an overview of the value of your portfolio over time as well as the breakdown of your portfolio and a list of recent documents we’ve sent to you.

Keep track of your investments

The Verso IM Client Portal app makes it easy to see how your investments are doing. Valuations are updated daily and build into a history across your entire portfolio.

Keep your important documents safe

Your portfolio performance reports, tax packs or other documents are delivered securely to you. The App keeps your important financial documents safe, secure and accessible.

The Verso IM Client Portal app will share documents and reports with you and you’ll receive a notification telling you they are there waiting for you. Simply log in to the Verso IM Client Portal via the app and you can read them when it’s convenient.

Secure and timely communications

The Verso IM Client Portal app ensures that your personal data is exchanged using only the most secure methods. Notifications alert you when important messages or documents are waiting to be read.

Putting you in control

Your personal digital filing cabinet with your investment portfolio organised and updated. It’s peace of mind in your pocket, knowing that your portfolio records are safe and accessible.

If you don't already have access to the Verso IM Client Portal app please contact your Account Manager at Verso Investment Management. Contact the team at info@versoim.com.
Więcej ↓

Zrzuty ekranu

#1. Verso IM Client Portal (iOS) Przez: Whitefoord LLP
#2. Verso IM Client Portal (iOS) Przez: Whitefoord LLP
#3. Verso IM Client Portal (iOS) Przez: Whitefoord LLP

Nowości

  • Wersja: 3.1
  • Zaktualizowano:
  • Bug fixes and enhanced features on app.

Cena

  • Dziś: Bezpłatny
  • Minimalna: Bezpłatny
  • Maksymalna: Bezpłatny
Monitoruj ceny

Programista

Punkty

0 ☹️

Rankingi

0 ☹️

Listy

0 ☹️

Opinie

Bądź pierwszą osobą, która napisze recenzję 🌟

Dodatkowe informacje

Verso IM Client PortalVerso IM Client Portal Krótki URL: Skopiowano!
  • 🌟 Udostępnij
  • App Store

Może ci się spodobać również

    • Kohmann Bosshard Client Portal
    • iOS Aplikacje: Finanse  Przez: Kohmann Bosshard Client Portal
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 3 (5.0)  Wersja: 2.0.1059034   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 ...
        ⥯ 
    • Sittner & Nelson Client Portal
    • iOS Aplikacje: Finanse  Przez: Sittner & Nelson Client Portal
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 0  Wersja: 2.0.1154088   This app, designed for clients of Sittner & Nelson, provides an intuitive financial dashboard of your finances, document vault, interactive reports, and more all in a secure and easy ...
        ⥯ 
    • Wealthjar Client Portal
    • iOS Aplikacje: Finanse  Przez: Wealthjar Client Portal
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 0  Wersja: 2.0.1040826   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 ...
        ⥯ 
    • Bentley Reid Client Portal
    • iOS Aplikacje: Finanse  Przez: Bentley Reid & Co (UK) Ltd
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 0  Wersja: 1.2   The Bentley Reid Client Portal app is a service provided by Bentley Reid and powered by moneyinfo that gives you online access to view your statements & current financial holdings ...
        ⥯ 
    • NBT Wealth Client Portal
    • iOS Aplikacje: Finanse  Przez: NBT Bancorp, Inc.
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 0  Wersja: 1.91   The NBT Wealth Client Portal mobile phone application enables authorized Wealth Management clients to access portfolio data in a simple, elegant interface. Requirements: You need to be
        ⥯ 
    • BTW Company Client Portal
    • iOS Aplikacje: Finanse  Przez: Boston Trust Walden Company
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 2 (5.0)  Wersja: 2.1   Boston Trust Walden Company offers an online portal where clients can view up-to-date account information and documents. Note the mobile view of the portal may provide less information
        ⥯ 
    • Lewis Investment Client Portal
    • iOS Aplikacje: Finanse  Przez: Lewis Investment
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 0  Wersja: 1.2.0   Lewis Investment are a firm of advisers based in Poole, Dorset that offer full bespoke independent financial advice ranging from Pensions and investments to mortgages, equity release ...
        ⥯ 
    • Bloom Advisors Client Portal
    • iOS Aplikacje: Finanse  Przez: Bloom Advisors
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 1 (5.0)  Wersja: 1.91   The Bloom Advisors Mobile phone application provides authorized clients with access to portfolio data in a simple, elegant interface. Only authorized clients have access. If you would ...
        ⥯ 
    • Pinion Wealth Client Portal
    • iOS Aplikacje: Finanse  Przez: Pinion Wealth Management, LLC
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 0  Wersja: 5.20.1   See your complete financial picture and interact with your financial advisor. This app provides an intuitive dashboard of your finances, interactive reports, and more - all in a secure
        ⥯ 
    • Canopy Client Portal
    • iOS Aplikacje: Finanse  Przez: Canopy Tax
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 17,551 (4.9)  Wersja: 1.28.1   Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client. You have likely been invited to the Canopy Client ...
        ⥯ 
    • Progeny Client Portal
    • iOS Aplikacje: Finanse  Przez: Progeny Wealth Limited
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 0 + 0  Wersja: 2.3   Progeny Client Portal is a service provided by Progeny Wealth Limited and powered by moneyinfo that gives you a complete picture of your financial life. Think of it as your digital ...
        ⥯ 
    • Errante Client Portal
    • iOS Aplikacje: Finanse  Przez: Errante
    • Bezpłatny  
    • Listy: 0 + 0  Rankingi: 0  Opinie: 0
    • Punkty: 1 + 1 (5.0)  Wersja: 1.2.16   Errante clients can create, verify, and fund their account using our user-friendly app. Errante offers clients the ability to control their account using our user-friendly app. Create,
        ⥯ 

Może ci się spodobać również

Operatory wyszukiwania dostępne w AppAggu
Dodaj do AppAgg
AppAgg
Zacznij – bezpłatnie!
Rejestracja
Zaloguj się