Advisor360°'s Investor360°
advertisement
| Имя | Investor360 |
|---|---|
| Версия | 1.2.1751 |
| Обновить | 09 сент. 2022 г. |
| Размер | 5 MB |
| Категория | Финансы |
| Количество установок | 10тыс.+ |
| Разработчик | Advisor360°, LLC |
| Android OS | Android 9.0+ |
| Google Play ID | com.cfn.Investor360 |
Investor360 · Снимки экрана
Investor360 · Описание
Summary:
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.
Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.
Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts
