iPhone iPad

FREE in the App Store

What is it about?

Make trades, manage pour profile and take advantage of all the features the Client Portal has to offer:

App Details

Version

5.0.4

Rating

(9)

Size

33Mb

Genre

Finance Lifestyle

Last updated

October 21, 2024

Release date

November 14, 2019

More info

App Screenshots

App Store Description

Make trades, manage pour profile and take advantage of all the features the Client Portal has to offer:

- Get your account statements online.

- Analyze your investments, see your personalized return, and asset allocation by fund, asset class, or risk level.

- Create a project, set an amount and a time horizon to reach it, and track your progress and adjust your strategy along the way.

- And much more!

Get it for FREE in the App Store

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