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The app and corresponding website are developed for providing an ability for Portfolio Managers to manage their clients and share with them their portfolio

Pocket Portfolio

by Jefferson Capital Limited.

What is it about?

The app and corresponding website are developed for providing an ability for Portfolio Managers to manage their clients and share with them their portfolio

App Details

Version
2.18
Rating
NA
Size
47Mb
Genre
Business
Last updated
January 11, 2019
Release date
September 28, 2017
More info

App Screenshots

App Store Description

The app and corresponding website are developed for providing an ability for Portfolio Managers to manage their clients and share with them their portfolio
positions (assets) updates. The Portfolio Manager provides access to the app to his clients and shares the information about client's financial portfolio through the app. The clients can then review and get the real-time update.
Asset Managers are using pocketportfolio.pro to keep track of the financial operations of their clients. They can also create an account for their client in the current app and share the progress. Consequently, the clients of these managers are the users of this app.
People who have assets managers can login into the app and review their portfolio, latest changes,
portfolio positions in the form of pie-charts etc.

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