Client Central 2.0
100+
Preuzimanja
Svako
info
O aplikaciji
The Client Central 2.0 mobile 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 platform.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• Trade activity and transactions.
• And more!
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth advisor.
• Trade activity and transactions.
• And more!
Ažurirano dana
Sigurnost počinje razumijevanjem na koji način programeri prikupljaju i dijele vaše podatke. Privatnost podataka i sigurnosne prakse se mogu razlikovati ovisno o korištenju, regiji i dobi. Programer je pružio ove informacije i može ih s vremenom ažurirati.
Podaci se ne dijele s trećim stranama
Saznajte više o načinu na koji programeri pružaju izjavu o dijeljenju
Podaci se ne prikupljaju
Saznajte više o načinu na koji programeri pružaju izjavu o prikupljanju
Šta ima novo
See your complete financial picture and interact with your financial advisor.
