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WealthBook
Tangram WealthBook
by Tangram Solutions LLC
What is it about?
WealthBook
App Screenshots
App Store Description
WealthBook
The wealth management platform for Financial Advisors.
- Key Features
1. Variable annuities
UNIQUE tool for managing your clients variable annuity portfolios
2. ETFs
Interactive guide to selecting the right ETF for your clients
3. Equities
Key facts, figures & analytics of US equities — in one place
4. Portfolios
Manage your clients’ other portfolios—ETFs. mutual funds, equities etc.
5. Client Apps
Increase client engagement, retention
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.
