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Investor360

°®
1.2.1751

Advisor360°'s Investor360°

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

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