This app provides a comprehensive dashboard of your portfolio including performance and allocation information, a document vault, and more – all in a secure and easy to use mobile app
CCMconnect
by CCMconnect
What is it about?
This app provides a comprehensive dashboard of your portfolio including performance and allocation information, a document vault, and more – all in a secure and easy to use mobile app.
App Store Description
This app provides a comprehensive dashboard of your portfolio including performance and allocation information, a document vault, and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive client dashboard.
• Dynamic reports.
• Document vault for securely viewing and uploading.
• 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.