Investor360°® 1.2.65

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:

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

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