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Convergent Wealth Client Log In at Mac App Store analyse

Tamarac Inc.

Finance

1,936 ratings · Power index: 100

Free Mac App Store Follow Website

Version 1.5

Size 13.34 Mb

Updated 9 years ago

Released 25 Jun 2015

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Description

DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad® is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES - Stay on top of your investments - even when on the go. - Run reports at any time to view up-to-date investment information. Drill-down into portfolio information for powerful insights. - Advisor View for iPad automatically downloads the latest pricing information for you. The portfolio information in Advisor View is based on pricing from the prior business day, so you can see up-to-date information about your portfolio. - View all of your accounts on the web. Advisor View for iPad shows your complete investment portfolio so you can get the entire picture.

Estimates

Monthly Downloads > 2.2k

Est. Revenue ~ $900

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