Wealth Analytics Account Info

Name: Wealth Analytics Account Info
Availability: InStock
Author: Orion Advisor Services, LLC

Orion Advisor Services, LLC

Vipakuliwa

Kila mtu

Kuhusu programu hii

Hii App Mkono inaruhusu wateja Mali taaluma 'kupata taarifa za akaunti ifuatayo:
- Kwingineko MAADILI
- HOLDINGS MUHTASARI
- PERFORMANCE REPORTING
- KODI REPORTING
- Mshauri MAWASILIANO

Ilisasishwa tarehe

6 Jun 2018

Usalama wa data

Usalama huanza kwa kuelewa jinsi wasanidi programu wanavyokusanya na kushiriki data yako. Faragha ya data na mbinu za usalama zinaweza kutofautiana kulingana na matumizi yako, eneo ulilopo na umri wako. Msanidi programu ametoa maelezo haya na anaweza kuyasasisha kadiri muda unavyopita.

Hakuna data inayoshirikiwa na wengine

Pata maelezo zaidi kuhusu jinsi wasanidi programu wanavyobainisha kushiriki data

Programu hii huenda ikakusanya aina hizi za data

Taarifa binafsi, Shughuli za programu na nyingine2

Data inasimbwa kwa njia fiche inapotumwa

Data haiwezi kufutwa

Vipengele vipya

This Mobile App allows Wealth Analytics' Clients access the following account information:
-- PORTFOLIO VALUES
-- HOLDINGS SUMMARY
-- PERFORMANCE REPORTING
-- TAX REPORTING
-- ADVISOR CONTACT INFORMATION

Ripoti kuwa haifai