開發人員:
價錢: 免費
排名: 0 
評測: 0 寫評論
清單: 0 + 0
點數: 0 + 0 ¡
App Store

描述

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.
更多 ↓

螢幕擷取畫面

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

新功能

  • 版本: 3.1
  • 發佈日期:
  • Bug fixes and enhanced features on app.

價錢

  • 今天: 免費
  • 最小值: 免費
  • 最大值: 免費
追蹤票價

開發人員

點數

未找到 ☹️

排名

未找到 ☹️

清單

未找到 ☹️

評測

成為第一個評論 🌟

其他資訊

Verso IM Client PortalVerso IM Client Portal 縮短網址: 已複製!

你可能還喜歡

    • Vector Wealth Client Portal
    • iOS 應用程式: 財經  由: Vector Wealth Client Portal
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 2.0.1021006   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 ...
        ⥯ 
    • Wealthjar Client Portal
    • iOS 應用程式: 財經  由: Wealthjar Client Portal
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 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 應用程式: 財經  由: Bentley Reid & Co (UK) Ltd
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 1.1   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 應用程式: 財經  由: NBT Bancorp, Inc.
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 1.89   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
        ⥯ 
    • PORTAL.LINK
    • iOS 應用程式: 財經  由: PORTAL Click
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 0   版本: 77.0   Safe and comfortable mobile banking in your smartphone! PORTAL.LINK allows you to manage your finances using smartphone and perform basic banking operations: transfers between your ...
        ⥯ 
    • BTW Company Client Portal
    • iOS 應用程式: 財經  由: Boston Trust Walden Company
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 2 (5.0)   版本: 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
        ⥯ 
    • Bloom Advisors Client Portal
    • iOS 應用程式: 財經  由: Bloom Advisors
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 1 (5.0)   版本: 1.89   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 ...
        ⥯ 
    • Canopy Client Portal
    • iOS 應用程式: 財經  由: Canopy Tax
    • 免費   
    • 清單: 0 + 0   排名: 0   評測: 0
    • 點數: 0 + 16,683 (4.9)   版本: 1.25.4   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 ...
        ⥯ 

你可能還喜歡

可搭配 AppAgg 使用的搜尋運算子
添加到 AppAgg
AppAgg
立即免费注册
註冊
登入