Holistic Planning +
10+
Yuklanmalar
Hamma uchun
info
Bu ilova haqida
Holistic Planning + provides a clear and simple way for you to view your personal balance sheet from anywhere at any time.
See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more.
KEY FEATURES:
- View portfolios in real time
- Simplified reporting and access
- Sync held-away accounts
- Accessible from anywhere
- Receive notifications from your advisor
See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more.
KEY FEATURES:
- View portfolios in real time
- Simplified reporting and access
- Sync held-away accounts
- Accessible from anywhere
- Receive notifications from your advisor
Oxirgi yangilanish
Xavfsizlik — dastur ishlab chiquvchilar maʼlumotlaringizni qanday jamlashi va ulashishini tushunishdan boshlanadi. Maʼlumotlar maxfiyligi va xavfsizlik amaliyotlari ilovadan foydalanish, hudud va yoshga qarab farq qilishi mumkin. Bu axborot dastur ishlab chiquvchi tomonidan taqdim etilgan va keyinchalik yangilanishi mumkin.
Tashqi hamkorlarga hech qanday axborot ulashilmagan
Dastur ishlab chiquvchilar axborot ulashilishini qanday aytishi haqida batafsil
Ushbu ilova quyidagi axborot turlarini toʻplashi mumkin
Qurilma yoki boshqa identifikatorlar
Maʼlumotlar shifrlanmagan
Nima yangiliklar
Update Target API
Ilova yuzasidan yordam
phone
Telefon raqami
+19368000800
Dasturchi haqida
HOLISTIC PLANNING, LLC
taylor@holisticplanning.com
777 E Austin St
Nacogdoches, TX 75965
United States
+1 832-454-9339
