The Silvertree Group app allows clients to view their entire portfolio of investments including each investment's performance, goals and asset allocations
Silvertree Group
What is it about?
The Silvertree Group app allows clients to view their entire portfolio of investments including each investment's performance, goals and asset allocations. It connects you directly to your Financial Adviser and allows you to add money easily to any of your investments. It provides up-to-date articles and news published on the Silvertree blog and lets you calculate the investment requirements for you or your child's education.
App Screenshots
App Store Description
The Silvertree Group app allows clients to view their entire portfolio of investments including each investment's performance, goals and asset allocations. It connects you directly to your Financial Adviser and allows you to add money easily to any of your investments. It provides up-to-date articles and news published on the Silvertree blog and lets you calculate the investment requirements for you or your child's education.
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