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A sophisticated portfolio management platform designed for financial advisors and wealth managers
123WealthBoost
by Logan LeMieux
What is it about?
A sophisticated portfolio management platform designed for financial advisors and wealth managers. Track investments across multiple accounts, analyze performance metrics in real-time, and optimize investment strategies with advanced analytics. Features include customizable risk profiling, automated rebalancing alerts, comprehensive performance reporting, and secure multi-portfolio management. Perfect for professional financial advisors, family offices, and institutional portfolio managers who demand precision and efficiency in their investment operations.
App Store Description
A sophisticated portfolio management platform designed for financial advisors and wealth managers. Track investments across multiple accounts, analyze performance metrics in real-time, and optimize investment strategies with advanced analytics. Features include customizable risk profiling, automated rebalancing alerts, comprehensive performance reporting, and secure multi-portfolio management. Perfect for professional financial advisors, family offices, and institutional portfolio managers who demand precision and efficiency in their investment operations.
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.
