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This secure and easy-to-use mobile app provides Perennial clients with an intuitive overview of their investments
Perennial Advisors
by Perennial Advisors
What is it about?
This secure and easy-to-use mobile app provides Perennial clients with an intuitive overview of their investments.
App Store Description
This secure and easy-to-use mobile app provides Perennial clients with an intuitive overview of their investments.
TOP FEATURES
• Interactive dashboard showing clients an overview of their investments.
• Dynamic reports with important investment information such as asset allocation, current holdings and recent transactions.
• Document vault for securely storing and keeping track of important files.
• And more.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
