Users can view AUM over time, analyze clients by demographics, compare advisory fees, and view firm wide performance
Updated on
4 Oct 2023
Business
Data safety
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age. The developer provided this information and may update it over time.
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What's new
- Bug fixes - Compatibility with the latest Android versions (without an update to the newer version - the mobile app may disappear on Android latest versions Google Play market) - Security Enhancements - Breaking changes: Due to the security enforcements in the latest Android API level, all servers should be migrated to HTTPS