Investor360°® 1.2.65

Advisor360°, LLC – Freeware – iOS
uit 110 stemmen

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Investor360°® offers a comprehensive platform that allows you to gain valuable insights into your financial portfolio. With the Investor360° app, you have instant access to an executive summary of your complete financial picture, eliminating the need to wait for paper statements. This app provides you with the same information that your financial advisor utilizes to review and maintain your accounts.

Key Features:
<ul>
 <li>Activity summary: Get a quick overview of your asset performance, starting from your initial assets to your current position.</li>
 <li>Account and cash balances: Stay informed about your current account and cash balances.</li>
 <li>Balance history chart: Easily track changes in your balance over time with a comprehensive chart.</li>
 <li>Flexible positioning view: Customize your view by organizing positions based on either account or security.</li>
 <li>Detailed position breakdown: Access a comprehensive breakdown of positions for each account.</li>
 <li>Historical transactions: Review past transactions within your accounts for better financial planning.</li>
 <li>Account balance and asset allocation charts: Easily interpret your account balance and asset allocation through user-friendly charts.</li>
</ul>

Investor360° is a powerful tool that empowers investors with real-time information and comprehensive data analysis for effective financial decision-making.

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Aanverwante producten

American Funds PlanPremier401k

This app is designed exclusively for participants in American Funds PlanPremier employer-sponsored retirement plans. It is not intended for other retirement, college, or individual investor accounts.

Capital Group PlanPremier401k

This application is designed exclusively for participants in Capital Group PlanPremier employer-sponsored retirement plans. It is not intended for use with other retirement, college savings, or individual investment accounts.

Equitable Mobile App

Our Equitable Mobile app offers an array of new features and functionalities that enable you to conveniently manage your accounts while on the go.

Liberty Bank CT

Improve Financial Wellness: Benefit from Credit Score monitoring to enhance your credit Categorize your transactions for a clearer understanding of your spending habits Create savings goals and budgets to better manage your finances …

LPL Account View

LPL Account View: A Comprehensive Financial Management Tool LPL Account View is a cutting-edge financial management tool provided by LPL Financial, a leading investment and wealth management firm.

MassMutual

Download the MassMutual app to conveniently manage your life insurance and retirement account details, all from one place and on-the-go.

NetXInvestor™ Mobile

NetXInvestor™ mobile is a valuable tool for managing your investments, offering convenient access to your financial portfolio.

READYSAVE 529

READYSAVE 529 is a convenient app that allows you to securely access your 529 plan account. With this app, you can easily check your account balance, transaction history, and investment allocations.

RightCapital

RightCapital offers a comprehensive solution for managing your financial assets and enhancing communication with your financial advisor.

Wealthscape Investor℠

Access your managed brokerage accounts from anywhere with Wealthscape Investor. This user-friendly app offers an enhanced experience, allowing you to efficiently navigate and access the necessary information.

Wealthscape℠

The Wealthscape℠ mobile app is now available for iPhone® and iPad®. This app provides brokers and advisors with access to critical brokerage information on the go.

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