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Inflection Advisors Mobile App was built for our clients to view their Portfolio, Holdings, Performance and Activity

Inflection App

by Inflection Advisors

What is it about?

Inflection Advisors Mobile App was built for our clients to view their Portfolio, Holdings, Performance and Activity. Clients can also access documents from our firm such as Quarterly Statements, Billing Statements and Documents imported from custodians. It is easy to contact your advisor directly from the mobile app.

App Details

Version
5.16.0
Rating
NA
Size
40Mb
Genre
Finance Business
Last updated
December 14, 2024
Release date
October 6, 2020
More info

App Screenshots

App Store Description

Inflection Advisors Mobile App was built for our clients to view their Portfolio, Holdings, Performance and Activity. Clients can also access documents from our firm such as Quarterly Statements, Billing Statements and Documents imported from custodians. It is easy to contact your advisor directly from the mobile app.

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