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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
iPhone iPad
FREE in the App Store

What is it about?

This secure and easy-to-use mobile app provides Perennial clients with an intuitive overview of their investments.

App Details

Version
2.0.1299535
Rating
NA
Size
65Mb
Genre
Finance
Last updated
November 20, 2024
Release date
November 24, 2020
More info

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.

Get it for FREE in the App Store
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